Create and Assign a Recurring Purchase line in Business Central

This guide is helpful to streamline the purchasing process within Business Central by setting up recurring purchase lines. Utilizing Recurring Purchase Lines can enhance efficiency, reduce manual entry errors, and maintain better communication with vendors. Adding Recurring Purchase Lines will help by automating a part of the Purchase Order creation process.

Dakota Kuhel
|
25 steps
|
2 minutes

Dynamics

Creating a Recurring Purchase Line

Navigate to [https://businesscentral.dynamics.com/](https://businesscentral.dynamics.com/)

Click on the "🔎" icon and type in the search field "Recurring Purchase Lines" and click the *Administration* line.

Click "+ New"

Fill in the Code and Description fields.

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.

In this example I am adding a Comment line.

Make sure it says "Saved" at the top right.

Click the "⬅️" to return to the Recurring Purchase Lines screen.

Click the "⬅️" to return to the main screen.

Assigning a Recurring Purchase Line to the Vendor

Click on the "🔎" icon and type in the search field "Vendor" and click the *Lists* line.

Select the Vendor that you want to attach the Recurring Purchase Line to.

Once you are in the vendor card, click "Related"

Click "Purchases"

Click "Recurring Purchase Lines"

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.

Click "ADM DEL"

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.

Make sure it says "Saved" at the top right.

Deleting a Recurring Purchase Line from a Vendor

Navigate to the Vendor Card then to the Recurring Purchase Lines inside the vendor card. Click on the three dots next to the one you wish to delete.

Click "Delete"

Click "Yes"

Example of a Purchase Order with the Automatic Recurring Purchase Lines

In the Vendor card:\ Click "Actions"\ Click "New Document"\ Click "Other"\ Click "Purchase Order"

Click this text field.

Now you will see that the Recurring Purchase lines were entered into the PO Automatically!