In Dynamics 365 Business Central, when a customer is configured with multiple recurring sales line setups, the system does not automatically insert these lines when creating a Sales Order. Instead, a notification is displayed, requiring the user to manually select one recurring sales line setup using the “Get Recurring Lines” action.

Current Behavior:

• If only one recurring sales line setup exists → it is inserted automatically
• If multiple setups exist → no lines are inserted automatically, and the user must manually select one via the notification
• Even when the setup is configured as “Automatic”, the system effectively behaves like “Always Ask” when multiple recurring line setups exist

This behavior is confirmed as by design.

Business Impact:

Customers working with high transaction volumes (e.g., ~50 sales orders per day) rely on multiple recurring lines per order (such as packaging and bank charges).

The current design causes:

• Significant manual effort to select recurring lines for each document
• Increased processing time in daily operations
• Higher risk of users missing required recurring charges
• Confusion around system behavior, as the distinction between “Automatic” and “Always Ask” becomes unclear when multiple setups exist

Requested Enhancement:

Provide more flexible and intuitive handling of recurring sales lines when multiple setups exist, such as:

• Option to automatically insert all recurring sales line setups assigned to a customer
• Ability to define default behavior when multiple setups exist (e.g., auto-insert all vs prompt selection)
• Clarification or redesign of the “Automatic” vs “Always Ask” logic to ensure consistent and predictable behavior

Expected Outcome:

• Streamlined order creation with reduced manual interaction
• Improved efficiency for high-volume operational scenarios
• Reduced risk of missing recurring charges
• Better alignment between system behavior and user expectations