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Finance | Project Operations, Human Resources, ...
Answered

Repeating the same exact sales transaction entry

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Is it possible to duplicate the same exact sales transaction entry?  I have situations where the only difference is Purchase order number.  This I can manually fill in and save.  

I look forward to your reply.

James

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    Joseph Markovich Profile Picture
    3,976 on at
    RE: Repeating the same exact sales transaction entry

    Hi James-

    There is a copy feature in Sales Trx Entry. In Sales Trx Entry, first have a new Document Number and Customer ID filled in. Then in the Actions menu, select Copy.

    From here you pick the source document that you are going to copy everything from and also other options -- like line item information, ship to address etc.

    It's really slick.

    I hope this helps.

    Thanks.

    Joe

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