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General area / Periodic ordering

  • Marking purchase orders as template purchase orders: by activating this function, users can create a purchase order as a template purchase order. A template purchase order serves as a template for interval or recurring purchase orders. The template order itself is not sent. For the dispatch, the user can define an interval for the dispatch of the follow-up orders. As soon as the process has been started manually, information appears that the execution is currently running. Follow-up purchase orders are generated automatically at the specified times (intervals) and sent to the vendor or for approval.
    The execution can be stopped at any time. In this case, no more purchase orders will be created at the next possible point in time and the status of the template purchase order will change back to “In Entry”.

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