Copying Information from Purchase Documents to Purchase Credit Memos
When you create a credit memo, you have two options for copying
information from purchase documents. You can either use the
Copy
Document function to let the program fill in the header
and lines, if the credit memo is to be an almost exact copy of an
existing document, for example, a posted purchase invoice; or you
can use the Get Posted Document Lines to Reverse
function to copy only certain lines from one or more posted
documents.
Either of these procedures can be useful if, for example, you
want to correct an incorrect posted invoice, or if you want to post
a purchase return or purchase allowance.
The following procedures use a posted invoice as an example, but
the same steps can be used for copying an order or a credit
memo.
Using the Copy Document Function to Copy Information from
Purchase Documents to Purchase Credit Memos:
In the Document Type field,
select Posted Invoice.
In the Document No. field,
enter the number of the posted invoice that contains the
information you want to copy.
On the Options tab, in the
Include Header field, insert a
check mark if you want to copy both the document header and the
lines from the document to the credit memo.
The document lines will be copied whether or not there is a
check mark in this field.
If you want to keep the same prices as on the invoice lines, you
should not recalculate the lines.
Click OK to have the program
copy the document header and lines.
Using the Get Posted Document Lines to Reverse Function to Copy
Information from Purchase Documents to Purchase Credit Memos:
When you are ready to fill in the lines, click Functions, Get
Posted Document Lines to Reverse. The Posted Purchase
Document Lines window opens.
At the top of the window, insert a check mark in the
Show Reversible Lines Only
field if you want to see only lines that have quantities that have
not yet been sold, returned, or consumed. Inserting a check mark in
the Show Reversible Lines Only
field hides those posted document lines where the full quantities
have already been sold, returned, or consumed. This field only
works for posted receipt and posted invoice lines, not for posted
return or credit memo lines.
At the left side of the window, click the type of posted
document lines you want to select. The number in parentheses shows
the number of documents available in that particular document
type.
In the posted document lines, select the lines that you want to
copy to the new document.
Purchase Credit
Memo window.