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As we start 2012 I have decided to start a series of articles on streamlined data processing. There are quite a few features in Dynamics GP that allow for efficient data entry and transaction processing and hopefully as each feature is covered it will allow someone to carry out their work more proficiently.
In this article I want to point out the “copy” functionality that is available for reducing data entry when entering Purchase Orders (PO’s). Under the Actions menu on the Purchase Order Entry window are the options to Copy PO Lines to Current PO and to Create and Copy New PO
To Copy PO Lines to Current PO either open an existing PO or start a new PO and select a Vendor to purchase from. Then open the Actions menu and choose to Copy PO Lines to Current PO. The Copy a Purchase Order window will open and you will be able to select a Source PO from those previously issued to the vendor selected for the current PO.
Choose the options that are right for copying the lines and choose Preview to review the line items that will be copied over to the new PO.
Once you are satisfied with the choices select OK to close the Preview Line Items window and then select Copy.
To Create and Copy New PO start with a blank Purchase Order Entry window and from the Actions menu choose to Create and Copy New PO. Select the PO that you wish to copy. You can change the vendor, currency, and document date for the new order.
Choose the options that are right for the new PO and choose Preview to review the line items that will be copied over to the new PO. Once you are satisfied with the choices in the Preview window select OK to close the Preview Line Items window and then select Copy.
The “copy” features aren’t right for every new PO but if you are aware of these features then you can choose to use them when it will be of benefit.
Sheldon, ERP Consultant for Etelligent Solutions
Etelligent Solutions - Edmonton, Calgary ERP and CRM
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