You can use this batch job to assist you in creating a new sales document.
First you must create a new sales document (quote, order, invoice or credit memo) that has a document number. Then you can use this batch job to help you fill out the sales document.
You must specify in the batch job which sales document you wish to copy information from. You can choose to copy the whole document or the document lines only. When copying document lines only, the batch job adds these lines to possible existing lines on the sales document you are creating.
For example, if you sell goods each month to a customer, you can have the program fill out the sales header of an invoice with the customer's data.
The value of some fields in the lines are dependent on what you have entered in the header. For example, the values in amount fields depend on the discounts you have set up for the customer and in the header. Therefore, if you choose not to include the header when you copy the document, you must recalculate the lines so that the values in the lines are appropriate to what you have entered in the header. When you copy posted sales shipments and posted return receipts, you must always recalculate the lines.
You can determine how the batch job is executed by filling in the fields on the Options tab. Fill in the fields as follows:
Document Type: Click the AssistButton and choose the document type that you wish to copy from.
Document No.: Click the AssistButton and choose the document number that you wish to copy from. The contents of the field above determines which document numbers you can choose from.
Sell-to Customer No.: The program fills in this field automatically using the information from the Document No. and Document Type fields above.
Sell-to Customer Name: The program fills in this field automatically using the information from the Document No. and Document Type fields above.
Include Header: Place a check mark in this field if you want the program to copy the information from the document header you are copying to the document you are creating. The document lines will be copied whether or not there is a check mark in this field. When you copy quotes, if the posting date field of the new document is empty, the work date is used as the posting date of the new document.
Recalculate Lines: Place a check mark in this field if you want the batch job to recalculate and insert lines in the sales document you are creating. The batch job inserts the lines from the document that you are copying to the new document. The batch job retains the item numbers and item quantities but recalculates the amounts on the lines based on the customer information on the new document header. In this way, the batch job accounts for item prices and discounts that are specifically linked to the customer on the new header.
Click the OK button to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.
This batch job does not copy item tracking lines. You must copy them manually.