Copy Purchase Order

Explanation

You can copy an existing purchase order instead of entering a new one by using Copy Order... in the Operations menu. A dialog box is opened when selecting this operation. Fill in the order number. Optionally, you can alter the delivery date or the supplier from the original purchase order.

You can copy a header or an entire purchase order. Use the query function to view the newly copied purchase order.

Note: It is not possible to copy any purchase order with order code 5 (Express).

Prerequisites

System Effects

A new purchase order header or purchase order is created, based on the original purchase order header or purchase order. The new purchase order will receive order code 1 (Normal).

The reference to the requisition will be excluded from the copied purchase order, if any of the initial purchase order lines originate from a purchase requisition.

If custom fields are added to the original purchase order line and charges, the values assigned to the custom fields will also be copied into the new order.

Window

Purchase Order

Related Window Descriptions

Purchase Order, Purchase Order/Misc Order Info, Copy Purchase Order

Procedure

  1. Query for the purchase order that you want to copy. Select Copy Order in the Operations menu; a dialog box opens up.
  2. In the Order No field, enter the order number on the new purchase order.
  3. Optionally, you can enter a delivery date in the Deliver Date field other than the one stated on the original purchase order.
  4. To copy an order using a supplier other than the one in the original order, you can indicate the desired supplier in the Supplier field.
  5. In the Copy Options group box, select any document texts, pre postings, and notes to be copied.
  6. Click the OK button to confirm; the dialog box closes. Use the query function to view the newly copied purchase order.