Copy a Purchase Order

Sage 50 allows you to create a new purchase order by copying an existing one.

ClosedWhat is the difference between copying and memorizing a transaction?
  • When you copy a transaction, you create one copy of the transaction that is displayed.
  • When you memorize a transaction, you create a template that can be used to create the same transaction over and over without having to re-enter the information. Tell me how.

To copy a purchase order from the Purchase Orders screen:

  1. Go to Tasks>Purchase Orders.
  2. Click the List button.
  3. Open the purchase order you want to copy.
  4. Click the Copy button.
  5. The new purchase order appears on the screen.
  6. Add or edit the information on the purchase order as necessary.
  7. Click Save.
You can also copy a Purchase Order from the Purchase Order List. ClosedHow?
  1. Go to Lists>Vendors & Purchases>Purchase Orders.
  2. Select the purchase order you want to copy.
  3. Click the Copy button.
  4. The new purchase order opens on the Purchase Orders screen.
  5. Add or edit the information on the purchase order as necessary.
  6. Click Save.

Note: You can also right-click on a purchase order in the list to choose to copy it.

ClosedWhat information is copied?

Only the following information from the original purchase order will be copied to the new purchase order:

  • Vendor
  • Remit to information
  • Ship to information
  • Drop ship designation
  • Terms
  • Ship via information
  • A/P Account
  • Line items
  • Notes

Note: Information on the Track It panel is not copied.

What do you want to do next?

Memorize a purchase order

Copy a different type of transaction

Published: March 21, 2017
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