Copy Rules allow you to copy content from one transaction to another. This improves productivity, reduces resources, and improves accuracy, as no manual duplication is required.
Main Menu > Setup > Transaction Types > Copy Rules
From / To - This drop-down list specifies if the Copy Rules are applied when copied From or To the selected Module.
Select Module - This drop-down list of Transaction Types allows the user to select the Transaction Type that the Copy Rule pertains to.
Copy From - The Transaction Type from which the Transaction will be copied.
Menu Caption - This is the Caption that will appear on the popup menu which is opened by clicking the Items button in the Items lookup bar.
Button Caption - This Caption will appear on the popup menu which is opened by clicking the Items button in the Items lookup bar.
Status - This sets which Statuses the From Transaction has to be, in order for it to copy to the To Transaction.
Type - This sets where the copied Items come from and applies to adding items to a transaction from the Items lookup bar.
Parent - The Items come from the parent Transactions (the From Transaction).
Flow - Items can be added from any Transaction in the same flow (i.e from any linked Transaction).
Payment - A Pay button will appear which can be used to copy the Transaction to a Payment/Receipt transaction.
N/A - Users will not be able to add Items from upstream transactions using the Items lookup bar.
Header Status - When the Copy Rule is applied, the Status of the Transaction will change according to these settings.
Item Status - When the Copy Rule is applied, the Status of the Item will change according to these settings
Copy To - This determines which Transaction Type the Transaction will be copied to.
Caption To - This is the Caption that appears on the Transaction Copy Menu.
Adjustment - This determines whether or not adjustments will be copied when the Transaction is copied.
Copy Item Types - This determines what Item Types can be copied. Options include:
All - All Transactions Items;
Order - All Transaction Items which are linked to an inventory location and set to Order
Issue - All Transaction Items which are linked to an inventory location and set to Issue
Reserve - All Transaction and Estimate items which are linked to an inventory location and set to Reserve
Purchase - All Transaction and Estimate items which are set to Purchase
Produce - All Transaction Items which are set to Manufacture
Qty & Amount - This determines the Quantity and Amount that will be copied - Outstanding or Total.
Confirm - If this check box is ticked, it means a confirmation window will appear before the Copy Rule is executed.
Open Transaction - If this check box is ticked, the Transaction that has been copied to will be opened once the Copy Rule is executed.
Action - If this check box is ticked, it means this Copy Rule is available on the Actions menu.