Create copy of a transaction

There are two types of transactions you can create a copy using the existing transaction. The create copy feature is a quick and easy way to copy a sale or a bill transaction that has alot of detail and is usually the same for each customer or supplier. Just record the sale or purchase transaction for the first time, then go to the Sales or Purchases register, highlight it and then click create a copy. The following fields will be copied to a new sale/purchase when you click Create Copy:

■	line items

■

quantity

■	description

■	job allocation

■	department allocation

■

notes

■	attached documents

■	referral source.

Any payments that have been applied to the original sale/purchase will not be copied over to the new sale/purchase.

The promise date, customer po#, vendor invoice #, shipping details, and serial numbers assigned to the original sale will not appear in the new sale/purchase.

The tax code that is linked to the new customer/vendor card will be used on the new sale/purchase.

The customer/vendor and journal memo used on the new sale/purchase will be determined by the selections made in the Create Copy window.

If you select the option Use Customer/Vendor Defaults in the Create Copy window, the price level, volumn discount, salesperson, commission information, comment, shipping method, delivery status fields will be based on the customer/supplier card information.

If you do not select the option Use Customer/Vendor Defaults in the Create Copy window, additional fields such as; line discount, salesperson, commission information, shipping details, delivery status and credit terms fields will be copied to the new sale/purchase from the original.

To create a copy of a sale

■	Go to the Sales command centre and click Sales Register. The Sales Register window appears.

■	Select the sale, quote, order, web store order or credit memo you want to copy.

■	Click Create Copy. The Create Copy window appears.

■	Select the customer for the new sale and enter a journal memo, if needed.

■	Select Use Customer Defaults if you want the defaults selected on the customer card to apply to the new sale.

■	Click OK. The new sale will appear. You can make any changes necessary before recording the new sale.

To create a copy of a purchase

■	Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.

■	Select the purchase or bill, quote, order or debit memo you want to copy.

■	Click Create Copy. The Create Copy window appears.

■	Select the vendor for the new purchase and enter a journal memo, if needed.

■	Select Use Vendor Defaults if you want the defaults selected on the vendor card to apply to the new purchase.

■	Click OK. The new purchase will appear. You can make any changes necessary before recording the new purchase.