Recurring orders and invoices can be created and managed within Dynamics GP with standard functionality.
It’s easy to set up, but lacks some of the control and administrative functionality you might need.
These are the key things to remember:
- Orders are recurring, invoices are not. So the basis for recurring orders and invoices is the SOP Order document
- The recurring order attributes are maintained in the sales order, not the batch (like the rest of GP)
- Invoices created from recurring orders will have the invoice date equal to your system date at the point they’re created.
The recurring attributes are accessed by clicking on the blue expansion arrow adjacent to the Document Field:
Here’s a quick video that shows this in action: