Recurring purchases overview

A company might need to purchase the same products or services on a regular basis. For example, monthly consulting services at the agreed fixed price.
1C:Drive offers you a scheduling functionality to handle orders and bills for such products and services. You can create and enable a purchase order schedule and a supplier invoice schedule. They will be used to automatically issue recurring purchase orders and supplier invoices instead of issuing them manually for each billing period.

A purchase order schedule specifies when purchase orders must be issued, how often, and to whom.

A supplier invoice schedule specifies when supplier invoices must be issued, how often, and from whom.

If such a schedule is active, 1C:Drive creates a scheduled job. This job automatically runs and issues purchase orders or supplier invoices according to the schedule settings.

You can set up as many schedules as you need.

1C:Drive stores all such schedules in the Recurring purchases catalog. To open it:

1. Go to Purchases.
2. Under Catalogs, click Recurring purchases.

In the Recurring purchases catalog, you can:

• View purchase order and supplier invoice schedules
• Create purchase order schedules
• Create supplier invoice schedules
• Edit purchase order and supplier invoice schedules
• View automatically issued purchase orders
• View automatically issued supplier invoices
• View Generated documents summary report

For the detailed description of the purchase order schedule fields, see Purchase order schedule fields.

For the detailed description of the supplier invoice schedule fields, see Supplier invoice schedule fields.

The Recurring purchases catalog is available only if the Use recurring business documents checkbox is selected in Settings > Company, under Other.