Copy transactions / comments - Documents

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This feature allows you to copy the transactions and the comments, if any, entered in another document into the current document.

To copy transactions and comments from a selected document to another document:

1.Click on the F11:Copy icon. The following screen is displayed:

2.Select the document number and the name of the debtor (if it is Invoices, Credit notes or Quotes), or the document number and the name of your creditor (Purchase, Supplier return documents or Orders).

You may need to re-enter or add any remarks, as this will not be copied.

You may need to edit the transactions.

You may need to use the Move up or Move down options on the context menu (document lines section) to set the sequence of transactions and / or comments.

By default, the Only this account option will be selected (ticked). This means that only those documents generated for the selected debtor (customer / client) or the creditor (supplier) in the Document Head will be listed. You may filter and search for documents using the following values:

Document number - Enter a valid document number and click on the Filter button.

Only this account - Deselect (remove the tick) this option and click on the Filter button to list all documents of debtor (customer / client) or creditor (supplier) accounts.

All documents - Select (tick) this option and click on the Filter button to list all sales documents and purchase documents.

3.Select a document on the list.

4.Click on the OK button. All the transactions and comments, if any, will be copied into the current document.

This feature can only be used to copy from sales documents for debtors (customers /clients) (i.e. Invoices, Credit notes and Quotes) and purchase documents for creditors (suppliers) (i.e. Purchase, Supplier returns and Orders).

If any transactions in purchase documents (i.e. Purchase, Supplier returns and Orders) are copied to sales documents (i.e. Invoices, Credit notes and Quotes) the purchase prices will be indicated. You may then select any of the selling prices for the sales documents.

If any transactions in sales documents (i.e. Invoices, Credit notes and Quotes) are copied to purchase documents (i.e. Purchase, Supplier returns and Orders) the selling prices will be indicated. You may then select any of the purchase prices for the purchase documents.

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