SALES ORDERS - Add Using Copy

Copy from an existing Sales Order or a Sales History or Sales GL or AR Transaction

•  Copy from an existing Sales Order
  • from the Sales Order List window select a Sales Order
  • click Copy

         

• • the new Sales Order will pop up for you to make any changes
  •   Save or Save and Close or Save and Create New

•  Copy from Sales History
  • select 1 of 3 locations:
    • Sales History Module  

                 

• • • Inventory > Sales tab > History tab

                 

• • • Customer > Sales Tab > Invoices Tab

                 

• • • select the transaction(s) from the list
    • click on  View
    • from the Invoice view, click on Copy - or - Reverse (see also Sales Orders - Credit / Reverse)
    • check the desired Copy options or Select All

                       

• • • new Sales Order will open for opportunity to make required changes
    •  Save or  Save and Close or  Save and Create New

• Copy from General Ledger Sales Transaction (user settings permitting)
  • select from 1 of 2 locations:
    • General Ledger > Accounts tab     

               

• • • • double-click to open an account effected by the Sales History transaction (ie: Inventory at Cost) 
      • click on the Transactions tab
    • GL Transactions tab

               

• • select the transaction from the list then click on Transaction and select View Source
    • or - double-click to open the transaction then click   View Source
  • from the Invoice View, click Copy -or- Reverse
  •  check the desired Copy options or Select All

               

• •  the new Sales Order will open for opportunity to make required changes 
  • Save or   Save and Close or   Save and Create New

•  Copy from an Accounts Receivable Sales Transaction (user access permitting) 
  • open the Accounts Receivable transaction from 1 of 2 locations:
    • Accounts Receivable Module - double-click to open the AR account
    • Customer > Accounts Receivable Tab

               

• • select the Invoice transaction from the open items or all items (click Show Open and select All or All Since Last Year (Fiscal))

               

• • click on View Invoice

• • from the Invoice View, click on Copy -or- Reverse
  • check the desired Copy options or Select All

             

• • the new Sales Order will open for opportunity to make required changes
  • Save or   Save and Close or   Save and Create New