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- Open the Sales Order record you want to convert to recurring template. If the record is not yet created, refer to How to Create Standard Sales Order. Note that only the sales order that are not yet processed to invoice or inventory shipment can be converted to recurring template.
- Check the Recurring check box button.
- Save the sales order record.
- Click the Recurring button. This will open the Recurring Transactions screen filtered by the sales order's record number.
- Modify the details of the Sales Order on the Recurring Transactions, if necessary.
- Save and close the Recurring Transactions screen.
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