Quickly copy the information from an existing Purchase Order or Invoice to create a new PO with the click of a button!
Copy from Existing Purchase Order
When in the PO Workflow, select the PO you need to copy and click the Copy PO button within Panel 2 to copy the information to a new PO.
Users will be taken to the Create PO screen with the following information pre-populated:
Supplier Name.
Email.
PO Date (this will be updated to todays date).
Delivery Address.
Delivery Contact.
Approver.
Reference.
Product Code/Description/Quantity.
Unit Price/Amount.
Taxed/Tax Code/GL Code/Categories.
Notes/Delivery Instructions.
Please Note: The Prefix and Delivery Date will need to be selected and entered again, as this information could change with each PO.
Copy from Existing Invoice
The same can be done from an invoice within the Approvals Workflow or Archive. To do so, go to an existing Invoice in either of these locations and click More > Create PO.
A new PO will be generated using the below information available from the invoice:
Supplier Name.
PO Date (this will be updated to todays date).
Product Code/Description/Quantity.
Unit Price/Amount.
Taxed/Tax Code/GL Code/Categories.
Please Note: As a PO and Invoice have slightly different information, users will need to manually select the Prefix, Department, Email, Delivery Address/Contact/Date/Instructions, Approver and Reference.