When you copy lines from another document with the Copy Document function, then you must decide whether you want the copied lines to be recalculated according to any values on the header of the new document.
If you select to recalculate lines, then item numbers and quantities are retained, but the amounts on the lines are recalculated based on, for example, the vendor information on the new document header. In this way, the Copy Document function accounts for item prices and discounts that are set up for the vendor or customer on the new document.
For more information, see How to: Copy Information from Purchase Documents to Purchase Credit Memos.
The following procedure is based on a purchase credit memo.
To recalculate lines when copying documents
In the Search box, enter Purchase Credit Memos, and then choose the related link.
Create a new purchase credit memo, and leave all fields blank.
On the Actions tab, in the Functions group, choose Copy Document.
In the Copy Purchase Document window, in the Document Type field, select the type of document that you want to copy information from.
In the Document No. field, enter the number of the document that contains the information you want to copy.
Select the Recalculate Lines check box.
Choose the OK button to have the copied document lines recalculated when copying.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |