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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.

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


Hi ​@Tharaka_Dilantha 

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

PO Template Apps9 | IFS Community

Thanks,
Asela 


@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


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.


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 eI 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. 


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