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Copy Items from Account to Order Header

Article Number: 2271 | Rating: Unrated | Last Updated: Wed, Oct 23, 2024 at 9:49 AM

When adding a sales or purchase order the system allows up to 20 copy items from the account to the order header. These are applied when adding a new order and when replicating an order.

This new feature allows for an additional 20 copy items from the account to the order header but also allows for the copy items to be triggered when updating an order or, optionally, when processing a document.

Installation

Application User Facilities

The additional copy items are defined within the Application User Facilities. To update select Installation from the main menu followed by Application Manager and Application User Facilities. Select the required application followed by Enter/Amend Orders and then Advanced Input Facilities and Optional Features. The prompt ‘Extra Account Copy Items’ when set displays a pop-up screen to allow the definition of the additional copy items.

Copy items are defined in pairs – a from and a to item. As with standard Profiled copy items the from/to types and sizes should be compatible.The FORCE setting enables the copy item to be re-actioned when updating the order.

Custom Fields