Create and Assign a Recurring Purchase line in Business Central | Scribe

    Create and Assign a Recurring Purchase line in Business Central

    • DynamicsDynamics

    Creating a Recurring Purchase Line

    1
    Navigate to [https://businesscentral.dynamics.com/](https://businesscentral.dynamics.com/)
    2
    Click on the "🔎" icon and type in the search field "Recurring Purchase Lines" and click the *Administration* line.
    Click on the "🔎" icon and type in the search field "Recurring Purchase Lines" and click the *Administration* line.
    3
    Click "+ New"
    4
    Fill in the Code and Description fields.
    5
    Under the "Lines" section you will fill out what you would like to populate by default on the purchase order lines. These can be anything from G/L lines, Item lines, Comment Lines, etc.
    6
    In this example I am adding a Comment line.
    In this example I am adding a Comment line.
    7
    Make sure it says "Saved" at the top right.
    8
    Click the "⬅️" to return to the Recurring Purchase Lines screen.
    9
    Click the "⬅️" to return to the main screen.

    Assigning a Recurring Purchase Line to the Vendor

    10
    Click on the "🔎" icon and type in the search field "Vendor" and click the *Lists* line.
    Click on the "🔎" icon and type in the search field "Vendor" and click the *Lists* line.
    11
    Select the Vendor that you want to attach the Recurring Purchase Line to.
    12
    Once you are in the vendor card, click "Related"
    13
    Click "Purchases"
    14
    Click "Recurring Purchase Lines"
    15
    In the Code field select the code for the Recurring Purchase Line that you wish to assign. They will populate in the order as shown.
    16
    Click "ADM DEL"
    17
    In the "Insert Rec. Lines On Orders" field select Automatic. This will populate the lines once the vendor is chosen on the Purchase order. Click this dropdown.
    In the "Insert Rec. Lines On Orders" field select Automatic. This will populate the lines once the vendor is chosen on the Purchase order. Click this dropdown.
    18
    Make sure it says "Saved" at the top right.