Create a Purchase Invoice with Copy Document
On purchase documents, if you often specify the same information, you may want to use the copy document feature. This feature saves time and reduces the need for manual entry. The copy document feature provides the capability for you to copy header and lines information from a posted purchase document to a new document. For example, if you have a vendor that you bill on a recurring basis, instead of manually entering the information each time, you can just copy the information from a posted purchase invoice to a new purchase invoice, and then make minimal changes.
To create a purchase invoice with copy document
Choose
, enter purchase invoices, and then choose the related link.The Purchase Invoices page opens.
On the action bar, choose New.
The Purchase Invoice page opens.
On the General FastTab, in Vendor Name, specify the vendor for this purchase invoice. Several fields are automatically populated.
On the action bar, choose Actions > Functions > Copy Document.
The Copy Purchase Document page opens.
In Document Type, specify Posted Invoice.
In Document No., specify a value.
To include the header information from the posted purchase invoice from which you are copying, turn on Include Header.
If you turn on Include Header, you must remember to update the General FastTab with the information that you do not want copied, for example, you may want the new purchase invoice to have a different Vendor Invoice No., Document Date, Posting Date, and Due Date.
To recalculate lines on the new purchase invoice, turn on Recalculate Lines.
Typically, Recalculate Lines is turned off because the lines were already calculated on the posted purchase invoice from which you are copying.
Choose OK.
The information from the posted purchase invoice is copied to the new purchase invoice. You can now modify the information that was copied as required and continue with processing the purchase invoice as per your normal process.
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