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Recurring Sales and Purchase Lines

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Overview

If you need to create lines on an order with similar information on a regular basis, to avoid having to manually enter in the details every time, you can setup standard Recurring Purchase/ Sales Lines in Business Central to help reduce the manual input required. This can include lines with a type of Items, G/L Accounts or free text comments etc.

Recurring Sales and Purchase Lines in Dynamics 365 Business Central

You can set up Recurring Purchase/ Sales Lines in Business Central and then insert the lines onto a standard sales or purchase order document. To be able to use this functionality, the recurring lines first need to be set up in the system:

Setting up recurring lines for purchasing and sales is the same for both processes in system.

Business Central also includes functionality to allow recurring purchase/ sales lines to be assigned to specific vendors and customers. When setting this up, there is an option to choose how you wish to insert these lines:

OptionDescription
ManualThe user will need to manually look up and insert a recurring purchase/ sales line.
AutomaticFor new orders created directly from the order list page, recurring purchase and sales lines can be inserted automatically, only if one exists. If there are multiple recurring line options, you will be notified to choose the preferred one to insert.
Always AskA notification appears so that you can always select from the list which recurring lines you would like to insert.
Inserting Recurring Sales Lines

The image below illustrates the actions required to insert recurring sales lines onto a sales order document:

Inserting Recurring Purchase Lines

The image below illustrates the actions required to insert recurring purchasing lines onto a purchase order document:

Additional Information and Useful Links

For additional information from Microsoft about Recurring Purchase/ Sales Lines, please see the following links:

Standard Recurring Sales Lines – Business Central | Microsoft Learn

Standard Recurring Purchase Lines – Business Central | Microsoft Learn