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PO functionality change for recurring items-App9

  • June 23, 2025
  • 5 replies
  • 55 views

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I’m planning to change the PO creation for the items which configured as recurring. What could be the suitable option…?

 

Note: Not using MRP.

Best answer by Asela Munasinghe

Hi ​@Tharaka_Dilantha 

For recurring purchases, you could you a PO template. See this post: 

PO Template Apps9 | IFS Community

Thanks,
Asela 

5 replies

Vimukthi Mahakumbura
Superhero (Customer)
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@Tharaka_Dilantha what do you mean by ‘recuring’ in this context?


Asela Munasinghe
Superhero (Customer)
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  • Superhero (Customer)
  • Answer
  • June 23, 2025

Hi ​@Tharaka_Dilantha 

For recurring purchases, you could you a PO template. See this post: 

PO Template Apps9 | IFS Community

Thanks,
Asela 


Forum|alt.badge.img+4
  • Author
  • Sidekick (Customer)
  • June 23, 2025

@Tharaka_Dilantha what do you mean by ‘recuring’ in this context?

Hi,

Recurring monthly purchases such as stationery, cleaning equipment, and other routine items.

 

Thanks.

TharakaN


Forum|alt.badge.img+4
  • Author
  • Sidekick (Customer)
  • June 23, 2025

Hi ​@Tharaka_Dilantha 

For recurring purchases, you could you a PO template. See this post: 

PO Template Apps9 | IFS Community

Thanks,
Asela 

HI Asela,

Could you please share the steps with me?

 

Regards,

Tharaka.


Asela Munasinghe
Superhero (Customer)
Forum|alt.badge.img+23

Hi ​@Tharaka_Dilantha 

For recurring purchases, you could you a PO template. See this post: 

PO Template Apps9 | IFS Community

Thanks,
Asela 

HI Asela,

Could you please share the steps with me?

 

Regards,

Tharaka.




​​​​@Tharaka_Dilantha 

On the PO that you want to use as a template, try RMB > Copy Order 

 



Thereby you can copy the header and all lines and save it. Do pay attention to fields like Receipt Date, which you might need to change from the template PO. 

This message box will pop up [I tested in IFS10 only] and you may enter details as preferred

 


If you keep the order number empty, system will give the next PO number available to the new PO. 

Please check the wanted delivery dates and quantities, wherever changes needed in the lines

Hope this helps. 

If you upgrade to IFS Cloud, Template Purchase Order option is directly available there in the navigator.