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Auto-insert Recurring Sales and Purchase Lines in Business Central

Today in this post we will see how you can automatically insert frequently used sales and purchases more quickly and conveniently in Dynamics365 Business Central.

I am using BC18 Demo Database.

If your company uses repeat orders for customer and vendors, this feature can be helpful to you.

Open your Vendor Card, Select Related-> Purchases-> Recurring Purchase Lines.

In Recurring Purchase Line Setup, Create Code and way you want them to be available on your Purchase Documents.

Next you need to setup the Card for lines that will be part of this code for Purchase Lines.

Navigate to the Recurring Code Setup Page.

Choose the Card.

Enter the lines associated with this Code, that should be entered on Purchase Lines.

Options on Recurring Code Setup.

** Manual, Will be normal Std. Behavior

** Automatic, Lines will be inserted automatically.

Key in the Vendor Code and press Enter.

This will be helpful if you have single Recurring code setup, as automatic, rest all as manual.

Else Notification will be raised and you have to choose from the list.

** Always Ask, will give you Notification to add.

Key in the Vendor Code and press Enter.

This is helpful when you have multiple setups, and want to choose from the list.

From Notification click on Get Recurring Lines, and select desired code.

Once Lines are inserted on Purchase Lines you can edit the lines as usual in any open orders. Add or Remove Lines, Change the other field values etc.

Similarly, you can setup for Sales Documents too.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

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