Copy Purchase Orders
Overview
The Copy Purchase Orders form lets you select an existing purchase order, or a range of POs, on which to base a new purchase order. The details from the existing POs, including item numbers, quantities ordered, costs, and other information, appear as defaults for the new purchase order.
You can select the details that you want to copy to the new purchase order, and you can change the location, expected arrival date, whether items are drop-shipped, the quantity ordered, cost, unit of measure, unit weight, and optional fields for any detail lines.
To create a new purchase order from one or more existing POs:
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Open Purchase Orders > P/O Transactions > Copy Purchase Orders.
Click here for help on all Copy Purchase Orders fields.
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In the From Vendor Number field, type the code for the vendor whose purchase order details you want to copy for the new PO.
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In the To Vendor Number field, type the code for the vendor for whom you are creating the new purchase order, or use the Finder or the navigation buttons to select it.
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In the From PO Number and To PO Number fields, enter the range of existing From Vendor orders to use as the basis for the new purchase order.
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The tax group defaults to the tax group of the To Vendor, but you can change it.
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Choose the type of PO that you want to copy (Active, Standing, Future, or Blanket).
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Choose whether you are copying job-related purchase orders.
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Select the Use PO Cost checkbox if you want to copy costs from the original POs to the new PO that you are creating. (This choice is only available if the From and To vendors use the same currency.)
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Click the Go button (
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to add the details from the existing purchase orders to the new order. -
In the PO Number field, type a purchase order number if you wish to assign a number manually, or accept the ***New*** entry to let the program assign the next number in the purchase order number sequence.
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In the PO Date field, enter or choose the date for the purchase order. The program automatically displays the session date as the PO date.
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If you need to put the purchase order on hold for some reason, select the On Hold option.
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Enter a description and a reference for the PO.
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Use the detail grid on the Copy Purchase Orders form to edit the details as you require.
To delete a detail line, you simply click the detail line, and then press the Delete key on your keyboard.
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When you have finished editing information for the purchase order, click the Create button to generate the PO.
You can then view, edit, and post the order using the Purchase Order Entry form.