Copying and Moving Purchase Order Lines

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Copying and Moving Purchase Order Lines

Sometimes it can be helpful, to copy line items from an existing purchase order or move the existing line items to a new or existing purchase order.

 

To Move Lines or Copy Lines:

 

1.Modify the purchase order you want to copy or move lines from.

 

2.Select the Items tab.

 

3.Select the items you want to copy or move (Ctrl-Click to select multiple items).

 

4.Press the Copy Line(s) or Move Line(s) button on the right hand side of the screen.

 

5.Fill in the appropriate fields for Creating a New PO or Adding to an Existing PO.  

 
6.        Choose the Quantity options you want: Use Ordered or Use Balance (Ordered - Received) quantities.  This will automatically fill in and adjust the quantities in the grid.
 
7.        Choose Cost Options you want: Original PO Cost Values or Discounted PO Cost Values if you have discounted the PO through the Discounting a Purchase Order function.

 

8.Press the Add to Existing PO or Create New PO button to perform the desired operation.

 

Note:  You can't move items with fully received quantities.