Is it possible to copy/duplicate existing Purchase Orders?

Tiffany Jennings

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.

Acctd4

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 😊

PhuongDo

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.

Acctd4

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 ?

Tiffany Jennings

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 opposed 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

Thanks Shaz,

We'll work with that.