Inserting Standard Sales or Purchase Lines on Documents

If you have set up standard sales or purchase codes and assigned them to customers or vendors, you can insert the standard lines on documents.

The following steps describe how to insert standard purchase lines on a purchase invoice, but the steps for other purchase or sales documents are very similar.

To Insert Standard Purchase Lines on Documents:

  1. Open the Purchase Invoice window.

  2. Place the cursor in the No. field and click F3 to insert a new card, and then fill in the document header.

  3. Click Functions, Get Std. Vend. Purchase Codes.

  4. In the Standard Vendor Purchase Codes window, select the line with the desired code, and then click OK to insert the purchase line(s) on the document.

Related Topics

Standard Purchase Codes and Standard Sales Codes

Setting Up Standard Purchase Codes and Standard Sales Codes

Assigning Standard Purchase Codes to Vendors

Assigning Standard Sales Codes to Customers