Create standing orders

You can create standing orders to establish recurring weekly order patterns with day-specific quantities and items. This allows you to define different ordering requirements for each day of the week, such as lighter orders on low-business days and higher volumes for weekend deliveries.

To create or modify a standing order, follow the steps below:

1. Select the Search icon , enter Standing Sales Orders, and then choose the related link.
   The Standing Sales Orders list page opens.
2. On the action bar, select New.
   The Standing Sales Order card page opens.

3. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Standing Order No.	Select the standing order number.
   Description	Enter a description of the standing order.
   Customer No.	Select a customer for this standing order.
   Customer Name	Specifies the name of the customer.
   Ship-To Code	Select the ship-to address code if different from customer's default code.
   Ship-To Name	Specifies the ship-to address name.
   Starting Date	Enter the start date from when this standing order becomes effective.
   Ending Date	Enter the end date when this standing order expires.
   Entry Method	Select Replace or Adjust to control how quantities are entered in the matrix. The default value is inherited from the Sales Default Entry Method field value on the Sales Call Plan Setup page.
   Most Recent Converted Date	Specifies the date when the standing order was most recently converted to a sales order.
   Status	Select the status of the standing order. The available options are: * Draft:* The order is under creation or modification. Active: The order is ready for conversion to sales orders. Inactive: The order is no longer in use.

   
   You can create another standing order with the same date, but when you set its status to active, the system checks for overlaps with other standing orders and displays an error message if any are found.

4. On the Standing Order Lines FastTab, enter the required information in the following fields:

   Field	Description
   Item No.	Select the item for this line.
   Variant Code	Select the item variant code.
   Description	Specifies the description from the Variant Code field if a variant is selected otherwise, displays the items default description.
   Unit of Measure Code	Select the unit of measure of that item.
   Sunday	Enter the quantity of orders for Sunday deliveries.
   Monday	Enter the quantity to order for Monday deliveries.
   Tuesday	Enter the quantity to order for Tuesday deliveries.
   Wednesday	Enter the quantity to order for Wednesday deliveries.
   Thursday	Enter the quantity to order for Thursday deliveries.
   Friday	Enter the quantity of orders for Friday deliveries.
   Saturday	Enter the quantity to order for Saturday deliveries.

The system prevents duplicate lines with the same combination of the following field values:

• Item No.
• Variant Code
• Unit of Measure Code