--- title: How to Create a Recurring Purchase Order description: Recurring Orders solve the problem of manually creating and sending repeated documents to your Suppliers. With this feature, you can automate regular purchases and forecast the spending pipeline. --- [Skip to content](https://help.precoro.com/how-to-create-a-recurring-purchase-order#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! 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[Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders) # How to Create a Recurring Purchase Order ## Learn how to create recurring purchase orders (recurring POs) to automate regular purchases and forecast the spending pipeline. #### TABLE OF CONTENTS - [Most Common User Cases of Recurring Purchase Orders](https://help.precoro.com/how-to-create-a-recurring-purchase-order#user) - [How to Create a Recurring Purchase Order](https://help.precoro.com/how-to-create-a-recurring-purchase-order#create) - [How to Edit Recurring Purchase Orders](https://help.precoro.com/how-to-create-a-recurring-purchase-order#how-to-edit-recurring-po) - [Editing the Recurring Document](https://help.precoro.com/how-to-create-a-recurring-purchase-order#editing-recurring) - [Editing Budget and Total Sum in Recurring Documents](https://help.precoro.com/how-to-create-a-recurring-purchase-order#editing-budget) - [Editing the Recurring Settings](https://help.precoro.com/how-to-create-a-recurring-purchase-order#Editing-the-Recurring) - [How to Stop the Recurring](https://help.precoro.com/how-to-create-a-recurring-purchase-order#how-to-stop-recurring) - [How Recurring Purchase Orders Are Reflected in Your Budget](https://help.precoro.com/how-to-create-a-recurring-purchase-order#budget) ### Most Common User Cases - Repeated purchases like coffee/water delivery or any other items you want to order on a schedule. - Packing materials. ### How to Create a Recurring Purchase Order To use this functionality, please enable the **Recurring Documents** checkbox in Configuration → Basic Settings → Document Setup → General Settings. 💡**Please note**: Only the user who created the original document can make it recurring. Other users don't have access to the Make Recurring action, even if they can edit the document. You can create a Recurring Purchase Order from scratch or convert one of your existing Purchase Orders. You cannot make the document recurring when: - It has any **Related Documents** entered in the table. For example, created **PO from Requisitions** cannot be recurring: [![](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Orders%202023-09-05%2016-09-55-png.png)](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Orders%202023-09-05%2016-09-55-png.png?hsLang=en) - You have created any type of **Blanket PO** (**per** **Item** or **per** **Total**): [![](https://help.precoro.com/hubfs/Monosnap%20Blanket%20Purchase%20Order%20%2364%202023-04-24%2007-46-03-png.png)](https://help.precoro.com/hubfs/Monosnap%20Blanket%20Purchase%20Order%20%2364%202023-04-24%2007-46-03-png.png?hsLang=en) **💡 Please note:** You can create a recurring Order with a **Standard or Service** document type. ![](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Orders%202023-09-05%2016-10-42-png.png) To make a recurring document, follow these steps: 1\. Open the PO you want to make recurring and press the **Make** **Recurring** button on the right action panel. 2\. Select the **Validity** **Period** and the **Repeat** frequency. 3\. Select the **Budgets** for future recurring documents. You can use the **Apply to all** action button to automatically select the chosen Budget for all the periods instead of manual entry. Depending on the date you set when creating a Recurring Purchase Order, Precoro will create a Purchase Order automatically and send it for approval. **💡 Please note:** The new recurring documents will be created automatically with all the exact data from the original. If you had an Approval Workflow in place, the recurring documents would automatically undergo the same Approval Workflow. Please see the [How to Activate the Auto-Approve for Subsequent Recurring Documents](https://help.precoro.com/how-to-design-set-up-the-approval-workflow?hsLang=en#Auto-Approve-for-the-Subsequent-Recurring-Document) guide to automate your working process. ### How to Edit Recurring Purchase Orders You can make changes either to the document itself or to the recurring settings you have initially selected. #### Editing the Recurring Document You can change the recurring Purchase Order document at any time, but please note that these amendments will affect every following document. To edit the recurring document, follow these steps: 1\. Open the recurring document you want to adjust. 2\. On the right action panel, click the **Edit Purchase Order** button. 3\. Input the changes you need and **Save** them. **💡 Please note:** The **re-approval process** will get triggered according to the rules outlined [here](https://help.precoro.com/how-does-re-approval-process-activation-work-in-documents?hsLang=en). #### Editing Budget and Total Sum in Recurring Documents Also, please note that if you edit and increase the **Total** of the document — the Total of the recurring documents will be increased, as well as the Total reserved in the Budget. If the **Budget Limit** is exceeded — the last recurring document will not be included in the reserved Budget. If the budgets by custom item fields to which the recurring documents are assigned are edited and no longer contain the selected custom item fields' options, the document totals will no longer be reserved in these budgets. You will need to edit the recurring documents and assign budgets with the appropriate custom fields if you need these documents to be included in budgets. #### Editing the Recurring Settings You can change the recurring settings of the document you have previously set, do to that follow the steps: 1\. Open the recurring document where you want to adjust the settings. 2\. On the right action panel, click the **Edit Recurring** button. 3\. Input the changes you need and **Save** them. Your changes will affect all the subsequent documents. ### How to Stop the Recurring In case you want to stop the recurring you have previously set, follow these steps: 1\. Open the recurring document you want to adjust. 2\. On the right action panel, click the **Edit Recurring** button. 3\. Press the red **Stop Recurring** button. Your changes will affect all the subsequent documents. ### How Recurring Purchase Orders Are Reflected in Your Budget If you have chosen a budget for a specific Recurring Purchase Order, Precoro will reserve the budget amount depending on the Gross/Net Total of your Purchase Orders.  For example, you purchase 11 pounds of coffee every month: The price for 1 pound is $100, and the Total sum would be $1,100. You can create a recurring order for one year, and Precoro will reserve $6,000 in the Budget chosen. Once your monthly Order is confirmed automatically, $11,00 will move from the **Reserved** to the **Used** section.  [![](https://help.precoro.com/hubfs/Monosnap%20Test%20budget%202022-12-06%2018-32-49-png.png)](https://help.precoro.com/hubfs/Monosnap%20Test%20budget%202022-12-06%2018-32-49-png.png?hsLang=en) - [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content) - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations) - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management) - 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