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In my last post I addressed how to streamline sales processing in Dynamics GP with the use of repeating documents. In this post I want to explain how to copy data from an existing sales document onto a new one and thereby minimize data entry in another way.
Start a new sales document and fill in the required fields in the header portion of the Sales Transaction Entry window as shown in Figure 1.
Open the Actions menu shown in Figure 2 and select Copy.
In the Copy Sales Order window displayed in Figure 3 select the Source Document (note that the View can be switched between Historical and Unposted documents). Review the Price Option, Site Option, and set the check boxes as desired to control how other data elements are populated in the new document.
You can choose to Preview (shown in Figure 4) to see the items selected to be copied. You can also choose to Mark/Unmark the items to be Processed (Copied) in this window. Once you are satisfied with your choices select OK to return to the Copy a Sales Order window.
Select Copy on the Copy a Sales Order window to populate the items on your new document (Figure 5).
At this point your new document is populated and you can edit and process it as you would any other document that you had keyed the data into.
Sheldon, ERP Consultant for Etelligent Solutions
Etelligent Solutions - Edmonton, Calgary ERP and CRM
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