Core TSIs : Work Orders : Working with Work Orders : Making an order recurrent
Making an order recurrent
You can make an existing order recurrent to save the effort of repeatedly adding the same order.
It is possible to repeat an order at regular intervals, for example:
daily
weekly
monthly
in the first week of each month
repetition without a fixed cycle.
Procedure
1. Select the order you want to make recurrent.
2. Specify a start date-time for this order.
3. On the action panel, click Make recurrent.
The Schedule dialog box appears.
4. Select the required Frequency: Daily, Weekly, Monthly;
OR:
5. Select the Calendar option to repeat orders with irregular intervals and click the required dates.
6. Depending on the selected frequency, fill in the Period section.
You can either set a period manually or select a predefined one. If you set the period manually, select a date in Starts on and either select the number of recurrences in the Create recurrences field or enter an Ends on date.
7. In the Occurrences section, specify when you want to repeat the selected order and - if relevant - on which day of the week.
8. Select Save settings if you want to save your choices for later use. Previously saved choices can be retrieved by clicking Load settings.
9. Click OK.
Confirm the number of recurrences in the Question dialog box.
10. Click OK to proceed or Cancel if you want to modify the schedule.
After clicking OK, the order is made recurrent.
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In months with fewer days than the specified value, the recurring order will be made on the last day of the month.
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Note that the limit for the number of recurrences to be created is 200.