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Dynamics 365 Community / Blogs / gp2themax / GPTip42day - Copying Sales ...

GPTip42day - Copying Sales Documents

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Frank Hamelly | MVP, MCP, CSA Profile Picture Frank Hamelly | MVP... 46,625 Super User 2025 Season 2

Can you make a copy of an existing sales document (quote, order, invoice, etc.)?  You sure can!

Open the Sales Transaction Entry window, enter the next Document No., the Customer ID and the Currency ID, then select Actions>Copy.  Select the document you want to copy, check the appropriate options and you're good to go.


This was originally posted here.

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