Is it possible to copy/duplicate existing Purchase Orders?

If not, why not?


Similar to how you can duplicate an estimate would be ideal.

I am aware of memorizing & saving purchase orders, but this is cumbersome & not anywhere as easy as how duplicating estimates is.

Best Answer

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    Answer βœ“

    Hi Tiffany

    From the dropdown menu, you can choose to "Memorise ..." any existing PO then "Enter ..." that from the memorised entry.

    You can change the Supplier if necessary & it will still retain all the Items as per the original PO 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Answers

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭

    Too bad you are using Reckon Desktop. If you are using Reckon Hosted, I have a free tool that helps you to duplicate a transaction in a few clicks.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Tiffany

    I'm a bit puzzled as Memorising a transaction achieves the same result. What is it that you feel is lacking in this process ?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Tiffany Jennings
    Tiffany Jennings Member Posts: 14 ✭

    Thanks All,

    Find it is often easier to search an existing invoiced job report & find the old (to be copied) PO from there. However doing it this way means a new PO needs to be manually created & items entered.

    Or say we have created a PO earlier the same morning & need to resend a same/similar PO but against a different job/customer. You would almost expect to hit previous, edit, duplicate PO, similar to the workflow to duplicate an estimate.

    Using memorised transactions would require all these historical PO's to be entered, as opposedΒ to using data that is already there. Certainly can go about it that way, but I can just see a bit of extra work being created (but also some saved down the line also)

  • Tiffany Jennings
    Tiffany Jennings Member Posts: 14 ✭
    edited March 2023

    Thanks Shaz,

    We'll work with that.