Recurring purchase transaction

If you are repeating a purchase transaction on a regular basis, this feature allows you to set up a recurring transaction to avoid creating the same document over and over again.

Create a recurring transaction

1. Press New

   

2. select the document type then press Create.

   

3. Select the supplier.

   

4. Enter a document description.

   Other fields explained

   • Invoice type: This is the document type selected in step 2.

   • Legal Entity: You can select with legal entity will be performing the recurring purchase.

   • Invoice Date: This is the day of the first invoice.

5. Fill out the recurrence fields.

   Recurrence fields explained

   • Pattern: This is the pattern of recurrence e.g. weekly.
   • Date From: This is the date of the first invoice.
   • Date to: This is the date of the last recurring purchase.
   • Next doc date: The date of the next purchase document.
   • Previous doc date:
   • Forecast count:

   

6. Go to the Lines tab and enter the line(s)

   

   Lines and posting attributes explained

   Lines

   • Product: This is the product being ordered.

   • Account: If a product is being used, this will be auto-completed otherwise select an account from the available list.

   • Description: Depending on the Force change setting in Chart of Accounts

     

     • If the Force change is not ticked, then the Description field will be auto-filled ...

       

       ... however it can be edited.

       

     • If the Force change is ticked, then the Description field will be blank and you will be forced to enter a description.

       

   • Tax Band: The tax band can be selected here.

   • Unit: This is the unit to measure the [product](../../settings/purchases/purchase_products/index.md.

   • Qty: This is the quantity of the product.

   • Unit price: This it the price per unit of the product.

   Posting attributes

   • The posting attributes are derived from the chart of account rules related to the account code. Common attributes include cost centre and department but can also include custom attributes.

   Tip

   If the product price is going to change at a certain date then you could create two lines with different prices. Simply input the date that each line is valid from and to within their respective appropriate field column.

7. Open the Defaults tab and check that the pay terms and pay method have been set appropriately.

   

8. Press Submit.

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Updated February 2024