Copying Information from Purchase Documents to Purchase Credit
Memos
When you create a credit memo, you can 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.
This procedure can be useful if, for example, you want to
correct and incorrect posted invoice, or if you want to post a
purchase return or purchase allowance.
The following procedure uses a posted invoice as an example, but
the same steps can be used for copying an order or a credit
memo.
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 wish to copy.
Place a check mark in the Include
Header field on the Options tab 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.
Purchase Credit
Memo window.