Posting Recurring Purchase Orders

You can post recurring purchase orders to create purchase orders. You can post each recurring purchase order only once a month.

You cannot post a recurring purchase order more than once a month.

To post recurring purchase orders

1	On the side menu, select Purchase Order > Post Recurring PO. The Post Recurring POs screen appears.

2	Complete the screen. For more information, see “Post Recurring POs Screen”.

3	Click Submit. The table on the Recurring POs tab displays recurring purchase orders that meet the filter criteria. For more information, see “Post Recurring POs Screen: Recurring POs Tab”.

If no recurring purchase orders meet the criteria entered, the table on the Recurring POs tab will be empty.

4	Click Post.

Z	If the post was successful, a message appears in the upper-left corner regarding how many purchase orders were created. For example, .

Z	If the post was unsuccessful, a message appears in the upper-left corner regarding the issues encountered. For example, .

 

Post Recurring POs Screen

Property	Type or select the property code.
Vendor	Type or select a vendor code.
Account	Type or select a G/L account.
Post Code	Type or select a posting code. NOTE You may have one or more recurring purchase orders with the same post code.
Post Date	Type or select the date that you want to post the recurring purchase order. If you leave this field empty, PAYscan uses the system date (today's date) as the post date for the recurring purchase order and the due date on the purchase order.
Due Date	To post recurring purchase orders due up to a particular date, type or select that cutoff date.

Post Recurring POs Screen: Recurring POs Tab

The information on this tab is informational only and cannot be edited.

Recurring PO	The control number of the recurring purchase order. To review a recurring purchase order, click the recurring purchase order control number link.
Vendor	The vendor for the recurring purchase order. To review the vendor, click the vendor link.
Expense Type	The expense type of the recurring purchase order.
Recur Code	The recurring purchase order post code
Last Posted Date	The date the recurring purchase order was last posted.
Posted POs	Lists the control numbers of purchase orders created by posting this recurring purchase order. To review a purchase order, click the link.
Select	By default this check box is selected. If you do not want to post a recurring purchase order, clear the corresponding Select check box. To select all the recurring purchase orders, click Check All. To clear all check boxes, click Uncheck All.

Additional information:

Adding Recurring Purchase Orders

Reviewing and Editing Recurring Purchase Orders