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Copy Documents

If a receiving document only contains services items, you can use the Copy documents feature in Wizards to copy such a document.

The button Create documents creates the same documents with selected customers. All receiving document conditions linked to specific subjects are retained in the newly created documents.

If you try to use the feature with a receiving document containing material items, the program displays the following message:

  1. Criteria
  2. Created Documents panel

1. Criteria

Packing Slip

Enter the date of the packing slip.

Invoice

Enter invoice date.

VAT

Enter VAT date.

Document Status

Select the document status from a drop-down list.

Department

Select the department from a drop-down list.

Customer/3rd party

Select whether the subject is a customer or a 3rd party.

Report (button)

Creates a report for the selected document.

Create Document (button)

Creates a copy of the selected document using the above criteria. The program displays the following message:

 

2. Created Documents panel

Line No.

Consecutive line number of the selected document.

Document

Unique document number from which you ran the wizard.

Subject

Subject populated from the Consignee field in Document Types.

3rd Party

Subject taken from the selected document.

Doc. Date (Document Date)

Date of the document.

Value

Document value.

 

 

 

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