Duplicating purchase orders, sales orders and invoices
Boyd Attwell
Member Posts: 14 Novice Member 
I'd really like the ability to copy or duplicate purchase orders, sales orders and invoices. I know there is a 'memorise' function, but unfortunately the information changes too often for it to be useful. I'd like to be able to click on the latest order or invoice and just duplicate it. Any chance?
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Hey Boyd, thanks for your suggestion, I'll pass this onto development to investigate. Thanks, Mirko.
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Here's how I'd handle it and it will work as easy as copying a saved one. Set up the invoice, memorise it. Next time I need it, run the memorised transactions, change it to what I now need and BEFORE saving, memorise again and you'll be prompted to replace the existing one. Thus, next time you run the memorised transaction you have the last one you used.
The trick is the re-memorise before saving otherwise it won't let you memorise over the existing memorised trans.3 -
Margaret, that is brilliant! Thank you!
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But one idea Mirko, if I may, when entering a new transaction (say a purchase order), it would be great if there was a prompt to ask whether you wanted to use the memorised Tx if there is one already set up for that supplier. Thanks!
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Always happy to receive suggestions Boyd, like your original post, I'll shoot this one through to development for consideration!
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Hi Mirko, thank you. In the meantime, here is the work-around that I'm using (if anyone's interested!); I have added the Custom Field of "Memorised Tx" to suppliers. I then added that field to the Purchase Order template, but of course I ticked it to appear on the screen and not on the printed form. So, when I begin entering a new PO for a particular supplier, the Memorised Tx information that I entered for that supplier (such as "10 widgets @ $1, leave at the front door") will automatically appear on screen to remind me that a memorised transaction is available if I want to use it. Joy.
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Hi, There are already , tools around that will automate the ability to copy or duplicate PO and SO instantly
if you are not happy with work- arounds as suggested. If still interested can look into it,
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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A big thank you to Reckon for making duplicating sales orders now possible with the 2024 release. This is a big plus to us, as memorise transaction was leading to too many different options in the list. I can now do a quick search for the same sales order and duplicate it. Thank you, thank you, thank you!😁
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