Copying Transactions

Overview

• Transactions can be copied to duplicate them, or to create additional transactions.

• The conditions under which transactions can be copied are set up under Copy Rules.

• User access is required to copy certain transactions.

• The screenshot below displays a Sales Order that is being copied to a Customer Invoice.

1. The name of the transaction that is being copied.

2. The header status that the copied transaction is going to be changed to.  A line through the pencil indicates the status will not be changed.

3. The status that the items are going to be changed to. A line through the pencil indicates the statuses are not going to be changed.

4. Filters to select items when there are many items to copy. 

   • Show Specification: If checked the specification is displayed.

   • Show Adjustment: If checked the adjustment is displayed.

   • Outstanding: If checked only shows items that have not yet been copied to the specific transaction.

   • Select: Displays a checkbox for items to be selected to copy.

5. Information about the item. The available fields are:

   • ID: The system-generated number allocated to the entry.

   • Type: The type of item.

   • From: The original transaction that was copied.

   • Description: The item's description.

   • Reference: The item's reference.

   • Code: The item's brief description.

   • Group: The group name if items are allocated group names on the transaction.

   • Subgroup: The subgroup name if items are allocated subgroup names on the transaction.

   • Unit: The item's unit.

   • Qty: The item's quantity.

   • Unit Price: The item's unit price.

   • %: The item's adjustment.

   • Total: The item's total value on the transaction.

6. A checkbox. If checked the item is copied.

7. Menu (button): Standard Layout options to save or restore the default grid.

8. Open new Transaction: Checkbox, if checked the new transaction is opened.

9. Buttons:

   • Arrows: Navigates between copy dialogues of the next or previous transaction that is in the correct status to be copied.

   • Refresh: Updates the display with any changes made (e.g. if another user edited or copied the transaction).

   • Copy: Creates a new transaction and copies the selected items to that transaction.

   • Close: Closes the popup without executing the copy instructions.

10. Search bar to find specific items to copy (when there are long lists of items).

1. When a transaction that is linked to a customer (e.g. Sales Order) is copied to a transaction that is linked to a supplier (e.g. Purchase Order), a field to select the supplier is available.

2. Selecting a supplier is mandatory. If no supplier is selected, a popup will request a supplier.

3. The supplier field is used to determine how VAT is treated on the new transaction.

4. The Field Chooser (*) can be used to display the Supplier column in the transaction and also in the copy dialogue.