Copy Return Information

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When creating a new return document, you can copy information from documents in the Purchase Order History, Receipt History, and Accounts Payable Invoice History files. For details on when these options are available, see Copy From (Return of Goods Entry).

To copy return information into a new document

  1. Select Purchase Order Mat. Req/Return menu > Return of Goods Entry.

  2. Enter a return number that has not already been used. For more information, see Return of Goods Entry - Fields.

  3. Click Copy From to open the Copy From window.

  4. In the Copy From field, select the type of document that you want to use as your source document. For more information, see Copy From (Return of Goods Entry) - Fields.

  5. In the Copy From Number field, enter the number of the source document to copy.  

  6. If you are copying from a document in receipt history, enter the receipt number.

  7. If you want to use the quantity from the original document as the returned quantity for all of the lines, select the Return All Lines check box.

  8. When copying from a document in Purchase Order history, the revised quantity ordered is used.

  9. When copying from a document in Purchase Order receipt history, the quantity received is used.

  10. When copying from a document in Accounts Payable invoice history, the quantity invoiced is used.

  1. Click OK.

  2. In Return of Goods Entry, modify the document as needed, and click Accept.

The information from the source document is copied into the new return document.