Transactions that can be copied will have a Copy button on the transaction screen and transaction list toolbars. Clicking the Copy button allows you to create another transaction like the one that is displayed on the screen or selected in the list.
No. Some information from the original transaction is not copied because it is unique to that transaction. Select the transaction type below to see the information that is copied for that particular transaction.
For details about copying particular transactions, select the transaction type below:
Only the following information from the original quote will be copied to the new quote:
Note: Information on the Track It panel is not copied.
Only the following information from the original sales order will be copied to the new sales order:
Note: Information on the Track It panel is not copied.
Only the following information from the original proposal will be copied to the new proposal:
Note: Information on the Track It panel is not copied.
Only the following information from the original invoice will be copied to the new invoice:
Note: If the original invoice contains serialized items, the serial numbers will not be copied. (Sage 50 Premium Accounting and higher)
If the original invoice has attachments, the attachments are not copied.
Information on the Track It panel is not copied. (Sage 50 Quantum Accounting)
Only the following information from the original purchase order will be copied to the new purchase order:
Note: Information on the Track It panel is not copied.
Only the following information from the original purchase will be copied to the new purchase:
Note: If the original purchase contains serialized items, the serial numbers will not be copied. (Sage 50 Premium Accounting and higher)
If the original purchase has attachments, the attachments are not copied.
Information on the Track It panel is not copied. (Sage 50 Quantum Accounting)
Only the following information from the original journal entry will be copied to the new journal entry:
Copy a Proposal(Sage 50 Premium Accounting and higher)