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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Copying an invoice usi...
Microsoft Dynamics GP (Archived)

Copying an invoice using Invoice Entry

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Posted on by Patti V C 17

Our GP consultant set up a customized invoice template by using the "Invoice Entry" function as a starting point. I am now learning that this function does not allow a copy feature to easily repeat invoice types without recreating them every time. I see that this feature is available when using the "Sales Transaction Entry" function. Why would one have it and not the other? Is there a way around this besides having my consultant come back and customize our invoice template using the "sales transaction entry" function? This is very frustrating!

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    The invoice entry screen is missing several key features when compared to sales order processing. The copy feature is one of them. When you say template do you mean Word Templates? If so, I would stop using the Invoice module and switch over to Sales Order Processing and create a Word Template for those invoices.

  • Patti V C Profile Picture
    Patti V C 17 on at

    Hi Richard, Thank you for your reply even though your answer is disappointing. What I mean by "template" is our consultant customized the invoice output to include customized fields and modify the layout. If we use the sales entry method, he will have to customize the output invoice for that.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    So you are trying to use the Invoice in R/W as a template and move it over to SOP? Those are two completely different report layouts. Your consultant  can try to use the same technique by exporting and importing the invoice package but I have no idea if that is even possible given the differences between to two modules. If your changes were not too massive it shouldn't take long to modify your SOP invoice the with the same customized fields.

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