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ReportWhat's the easiest way for me to save a "template" of a purchase order or a purchase invoice that I can then copy into a new order/invoice often?
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What's the easiest way for me to save a "template" of a purchase order or a purchase invoice that I can then copy into a new order/invoice often?
Hello EMossman,
I think you can use the Copy Document functionality.
I found this link that may be useful:
community.dynamics.com/.../copy-document
I hope it helps,
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