how_to_create_a_recurring_order [Support]

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This page will give you instructions on how to create a recurring order in Control, and trigger it using the report feature.



===== Concept =====



A recurring order is an order that has been converted or saved to repeat itself in a set pattern until a defined end date (non-inclusive, see warning below).



===== Cautions =====



Warning: When setting the end date for the order, keep in mind that the report will not generate an order when run on that day. For example, if you have a service contract that is ordered on the 1st of every month, the end date should be set as the 2nd of the last month.



===== Steps =====



==== Setting up the Report to trigger the recurring order. ====
    - Go to setup > Reporting Setup
    - Click Reports on Main Menu > User Reports
    - The next step can be performed one of two ways: First, you could clone one of the existing Reoccurring reports such as 28 days, and then rename it and set the Recurrence type. Second, you could click Add>New Action, and then fill out the information. If you choose the second option, make sure the //Action// is set as "Create Recurring Order(s)."
    - Save.
  * **Note: This report will not automatically run when a recurring order is supposed to be created. For that to happen, it is suggested that you create a Macro to run on a schedule.**



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==== Creating the Recurring Order Option #1: Creating from preexisting order. ====
  - Open the Order Explorer and locate the order you wish to make recurring.
  - Right click and scroll down to **Order Options**
  - Click **Make Recurring**
  - Select the Recurrence Frequency, and if you choose, the Recurring Start and End dates.
  - Click **OK**
  - The new recurring order will now appear in the Recurring Order Explorer. Remember to create a report to trigger whatever frequency you set the order as.



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==== Creating the Recurring Order Option #2: Creating a new Order. ====
  - Open a new order. Add the line items that you wish to have repeated for every order.
  - Click Save, save as Recurring Order.
  - Click Edit, select the tab Recurrence.
  - Set the Recurrence Frequency and the Start and End dates.
  - Click Save. The new recurring order will now appear in the Recurring Order Explorer. Remember to create a report to trigger whatever frequency you set the order as.



===== Source =====



Contributor: __Andy Sabis__, __Cyrious__ (optional)



Date: 05/16/2012



Version: Control 4.60