Automated Recurring Sales Orders from Customer Attributes

I don’t have an answer to your question, since it seems Standard Orders and recurring orders are not a feature of Acumatica Sales Order Module at this time. I do want to call this Idea post to your attention so others can up-vote the addition of this feature to Acumatica:

You could create an import scenario to generate the sales order based off the attribute data in the GI. You could then have that import scenario subscribe to a business event that is triggered by a schedule.

I don’t know if the ability to schedule business events is included in 2019 R2 though.  

I actually found the answer to this odd problem on @Tim Rodman’s forum here: https://www.augforums.com/forums/everything-else/import-scenario-to-create-change-orders/

The issue was that I need to generate a unique ID for a SO and this value of =Now() did the trick:

I was able to import 1036 orders in 12:44 with this test scenario. 

I’ll document the full solution when I have it implemented. 

@variuxdavid Were you able to implement this? Curious to see the solution as I too have a customer with similar needs! Thank you!

Thanks for asking. We have a solid solution prototyped and the client is planning to do it next year. However, we have not yet fully implemented. 

Our solution uses attributes as described earlier, and then it generates a Quote from the attributes that is subsequently used to generate orders for the subscription periods defined in the Quotes. Each subscription period is a line item with a Ship Date in the future. 

I realize all of this may not be needed now that we have Blanked SOs in the newest release. But, our solution works on all versions of Acumatica so far.