Copy A Purchase Order
- Stephen Juliano (Unlicensed)
- Colleen Juliano
- Stephen Juliano
Overview
There may be instances when purchase orders are created on a regular basis for the same items from the same vendor with numerous line items, which would be time consuming to re-create. The Copy a Purchase Order screen will copy a previous purchase order, create a new purchase order number, and allow you to make any changes necessary before processing through the system.Â
When copying a Purchase order you will enter the number of the Original Purchase order, F9 will work if you do not remember the number, and then press enter. Trx will enter the next available PO number and the detail of the original PO in the detail section. You will not be able to edit this detail here but you can view it to make sure you are copying the correct purchase order and then press Copy PO. You will then need to open "Enter New Purchase Orders" and query the unprocessed PO to make changes and process.Â
***Upon pressing Copy you will not find your PO in the PO query screen as it has not yet been processed.***Â
