Copy From (Purchase Order Entry)

Copy From (Purchase Order Entry) - Fields

Copy From

Select the type of document to use as your source document. The following options are available depending on your settings in Purchase Order Options and Accounts Payable Options.

Purchase Order (always available)

Purchase Order History (available if the Retain Purchase Order History check box is selected in Purchase Order Options)

Purchase Order Receipt History, with the exception of invoice receipts (available if Yes or Until Period End is selected in the Retain Receipt History field in Purchase Order Options)

Accounts Payable Invoice History (available if the Post Accounts Payable Invoices check box is selected in Purchase Order Options and the Track Detailed Invoice/Payment History check box is selected in Accounts Payable Options)

If Purchase Order is the only available option, it is selected by default and the field can only be viewed.

Order Type

Select the type of purchase order to create.

Copy From Number

Enter the number of the document to copy. Click the Lookup button to list all document numbers.

The Lot/Serial Search button appears if Purchase Order Receipt History is selected in the Copy from field and the Purchase Order module is integrated with Inventory Management. Click the Lot/Serial Search button to search for a purchase order receipt that contains a specific lot or serial number.

Receipt Number

If you are copying from Purchase Order receipt history, enter the number of the receipt to use as your source document. Click the Lookup button to list all Purchase Order receipts.

This field is available only if Purchase Order Receipt History is selected in the Copy From field.

Copy Memos

Select this check box if you want to copy the memos associated with your source document to the new purchase order. This field is available only if your source document has associated memos.

Note Vendor and item memos are automatically copied even if this check box is cleared.