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Microsoft Dynamics GP 2010 : Speeding up entry by Copying a Purchase Order

2/1/2013 6:31:57 PM
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Creating purchase orders can be a time-consuming process. It's not uncommon to have a large number of line items being ordered. Validating part numbers and prices can also take time. Dynamics GP provides a mechanism to create a new purchase order by copying information from an existing purchase order. Unlike copying an inventory item, where the copy icon is on the main window, the process to copy a purchase order is not obvious. Copying a purchase order is the focus of this recipe.

How to do it...

To copy a purchase order:

  1. 1. Select Purchasing on the Navigation Pane and then click on Purchase Order Entry on the Purchasing Area Page.

  2. 2. Click on Actions. Then select Create and Copy New PO:

  1. 3. Use the lookup button (indicated by a magnifying glass) to select a Source PO Number to copy from. In the sample company, select PO0997. Dynamics GP will fill in the rest of the information:

  1. 4. Users can change various settings to fine tune the copy. To demonstrate this deselect Copy Freight Amount from Source PO. Also change the Required Date to 5/31/2017:

  1. 5. Click on Copy to create a new purchase order. The new P.O. can be changed or adjusted just like one that has been entered from scratch:

How it works...

It's unclear why Microsoft chose to hide the copy functionality for purchase orders but it's great that this feature exists. The ability to selectively copy a P.O. and then adjust the end result is a huge time saver. This is a feature that definitely needs to move out of hiding.
 
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