Copy Rules

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.

Navigation

Main Menu > Setup > Transaction Types > Copy Rules

1. From / To - This drop-down list specifies if the Copy Rules are applied when copied From or To the selected Module.

2. Select Module - This drop-down list of Transaction Types allows the user to select the Transaction Type that the Copy Rule pertains to.

3. Copy From - The Transaction Type from which the Transaction will be copied.

4. 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.

5. Button Caption - This Caption will appear on the popup menu which is opened by clicking the Items button in the Items lookup bar.

6. Status - This sets which Statuses the From Transaction has to be, in order for it to copy to the To Transaction.

7. 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.

8. Header Status - When the Copy Rule is applied, the Status of the Transaction will change according to these settings.

9. Item Status - When the Copy Rule is applied, the Status of the Item will change according to these settings

10. Copy To - This determines which Transaction Type the Transaction will be copied to.

11. Caption To - This is the Caption that appears on the Transaction Copy Menu.

12. Adjustment - This determines whether or not adjustments will be copied when the Transaction is copied.

13. 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

14. Qty & Amount - This determines the Quantity and Amount that will be copied - Outstanding or Total.

15. Confirm - If this check box is ticked, it means a confirmation window will appear before the Copy Rule is executed.

16. Open Transaction - If this check box is ticked, the Transaction that has been copied to will be opened once the Copy Rule is executed.

17. Action - If this check box is ticked, it means this Copy Rule is available on the Actions menu.