Copying purchase orders

The copy purchase order feature copies a purchase order, including all details.

To copy purchase orders:

  1. Create a purchase order.

    See Creating purchase order headers.

  2. Right-click anywhere on the Purchase Orders form, and then select Copy Purchase Order.
  3. Specify this information:
    New PO Description
    Specify a description for the new purchase order.
  4. Select the record types to copy, and then click Submit. The system copies all purchase order details to the new purchase order.
    Note:  Some exceptions apply to the header, service, part, and comment details copied.

    The system does not copy Status because all copied purchase orders are reset to Status Unfinished.

    Select Use the Parts Catalog Price if no Contract Price Exists to indicate the prices will be pulled from Parts Catalog if available.

Parent topic: Creating and revising purchase orders