Creating a Planned Order
When creating an order from a report, it is easy to create an order that runs automatically. This is often done if you need to make sure that an order is created tomorrow, but the user will be on vacation on that day.
You select the lines that you would like to order, and click on the shopping cart, just like you would when creating any manual order.
When the Create Order(s) window pops-up, you will see that you can check the Planned Orders box, as shown below.
When you click on the box, more options will appear, i.e. Schedule and No. of Order Dates. Fill in the information as you need it, and click create.
You can then view your planned orders by going to the Orders tab, and clicking on Planned in the toolbar.
