Creating purchase orders can be a time-consuming process. It's not uncommon to have a large number of line items being ordered. Validating part numbers and prices can also take time. Dynamics GP provides a mechanism to create a new purchase order by copying information from an existing purchase order. Unlike copying an inventory item, where the copy icon is on the main window, the process to copy a purchase order is not obvious. Copying a purchase order is the focus of this recipe.
To copy a purchase order, follow these steps:
Select Purchasing on the Navigation list, then click Purchase Order Entry on the Transactions section of the area page.
Click Actions and then pick Create and Copy New PO:
Use the lookup button (magnifying glass) to select Source PO Number to copy from. In the sample company, select PO0997. Dynamics GP will fill in the rest of the information:
Users can change various settings to fine-tune the copy. To demonstrate...