Recalculating Lines when Copying

When you copy lines from a document to a new credit memo, you must decide whether you want to have the program recalculate the lines.

If you choose to have the lines recalculated, the program will recalculate the lines according to the current information on the credit memo header and the current information for the items that are on the lines you copy from.

If you choose not to have the lines recalculated, the values on the lines you copy from will be copied unchanged to the credit memo.

To Recalculate Lines when Copying:

  1. Open the Purchase Credit Memo window.

  2. Press F3 to create a blank credit memo.

  3. Leave all fields blank, except the No. field.

  4. Click Functions, Copy Document.

  5. In the Document Type field, select the type of the document that you wish to copy information from.

  6. In the Document No. field, enter the number of the document that contains the information you wish to copy.

  7. Place a check mark in the Recalculate Lines field on the Options tab in the Copy Purchase Document window.

  8. Click OK to have the program recalculate the document lines when copying.

Related Topics

Copying Information from Purchase Documents to Purchase Credit Memos