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recurring purchase invoices - how to setup

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Posted on by SteveBon

hi,

i have recurring purchases from certain vendors that repeat once a week - say on mondays - how can i get BC to automatically create purchase invoice every monday for the same thing and same amount. i would like this to show in my purchase invoice screen so i can come in and update dates and po#. is this possible? i have been playing around with job queues without luck. i have setup recurring purchase lines for this already just need to know how to create the PI.

thank you in advance

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

You can use the "Recurring Purchase Line" Functionality of Business Central

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/purchasing-how-work-recurring-purchase-lines

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SteveBon 45 on at

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Hi

if you read my message. I say I have already setup recurring purchase lines and allocated to vendor. I want to know if there is a way to automatically setup purchase invoices in a weekly basis for the same delivery every Monday. So I can avoid having to do a manual purchase invoice every week for the same thing.
thank you.

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Gerardo Rentería Ga... 25,225 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints. You could try to copy this functionality that exists for sales.

How To Create Recurring Invoices In Business Central - Business Central Geek

Best Regards
Gerardo

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Gavin 2,508 on at

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Hi,

This may or may not be relevant for your situation but I'm wondering if you could use the "Recurring Requisition Worksheet" for this.

Using this worksheet you can add the lines of the recurring purchases and create a Purchase Order and then invoice from the Purchase Order.

This wouldn't be automatic but you would avoid the need for customisation.

For example below is a line item for an Athens chair that recurs once a week. I've populated the Vendor etc and when I click "Carry out Action Message" a Purchase Order will be created and the date automatically moved on one week.

You would just have to click "Carry out Action Message" to get the Purchase Order every week.

It may not work but I wanted to mention it.

Hope this helps

Thanks

Gavin

Check out my blog www.TheDynamicsExplorer.com

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YUN ZHU 95,597 Super User 2025 Season 2 on at

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Hi, hope the following helps.

Dynamics 365 Business Central: How to create recurring orders (Recurring Sales Lines and Recurring Purchase Lines)

https://yzhums.com/6241/

Thanks.

ZHU

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SteveBon 45 on at

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hi all,

thank you for all the input. it seems MS only caters for Creating recurring sales orders. Which is totally beyond me why they would only stop half way.

I have proceeded to get this coded for me to mimic the Recurring Sales Orders functions using Recurring Sales Order Lines in Job Queues.

thanks again.

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YUN ZHU 95,597 Super User 2025 Season 2 on at

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Hi, If customized, I hope the following solutions can give you some tips.

Dynamics 365 Business Central: How to retain/keep the sales quote after converting to an order or invoice (Customization)

https://yzhums.com/32931/

Thanks.

ZHU

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Khushbu Rajvi. 20,439 Super User 2025 Season 2 on at

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Hope this helps as well: https://learn.microsoft.com/en-us/dynamics365/business-central/purchasing-how-work-recurring-purchase-lines

https://www.youtube.com/watch?v=7Gkz0cZDBGE

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Vahid Ghafarpour 12,122 Super User 2025 Season 2 on at

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