Creating recurring purchase orders manually can be a time-consuming task. The recurring purchase order feature enables you to easily generate recurring purchase orders from a new or existing approved purchase order.
Feature Console
Upgrade customers can use the SCM Acquisition Process Enhancements Feature Console feature to configure the recurring purchase order function. Before you can create recurring purchase orders you must perform the following feature console steps:
The Feature Console steps that configure SCM for recurring purchase orders are as follows:
- Step 1. Perform this step to automatically add recurring purchase order fields and section to Purchase Order Layout.
- Step 2. Perform this step to automatically add recurring purchase order fields and section to Drop Ship Purchase Order Layout.
- Step 3. Perform this step to automatically add recurring purchase order fields and section to Approved Purchase Order Layout.
- Step 4. Perform this step to automatically add recurring purchase order fields and section to Approved Drop Ship Purchase Order Layout.
- Step 5. Manually add the Create Recurring POs button for Lightning Experience via Salesforce Mobile and Lightning Experience Actions to the following page layouts:
- Approved Purchase Order.
- Approved Drop Ship.
After you enable the feature, the new fields listed in the table below are added to the following page layouts:
- Purchase Order Layout
- Drop Ship Purchase Order
- Approved Purchase Order
- Approved Drop Ship
| Field Name | Description |
|---|---|
| Number of Recurrences | Sets the number of recurring purchase orders you want to create. This is the number of purchase orders you want to create in addition to the originating purchase order. |
| Recurrence Interval | Sets the recurrence interval for the recurring purchase order records. The recurrence period and the recurrence interval value determine the time between each recurring purchase order. |
| Recurrence Period | Select the recurrence period for the recurring purchase order records. Values are Day, Week, Month and Year. The recurrence period and the recurrence interval value determine the time between each recurring purchase order. |
| Recurring Purchase Order? | This is a checkbox field. Select this control if you want to create recurring purchase orders from the purchase order record. |
A new button is also added to the following page layouts:
- Approved Purchase Order
- Approved Drop Ship
| Button Name | Description |
|---|---|
| Create Recurring POs | This button opens a new Visualforce page where a recurring purchase order can be created. |