Create a PO from a Similar PO

Back Top Previous Next

This process is the same for both a purchase order and an expense order.

1.Search for the purchase or expense order to be duplicated by either:

Clicking View/Edit Purchase on the ribbon, or

Clicking Create PO List on the ribbon and use the search criteria to narrow the choices. Select the purchase/expense to duplicate from the search result.

create similar button

2.Click Create Similar in the purchase/expense footer.

Info

The Create Similar function has the same options for purchases and expenses, except that the Freight fields are only active in purchases, and Method (of allocating the expense to the stock) field is only active for expenses.

 

In View mode, Create Similar will automatically close the original purchase or expense order when producing multiple purchases or expenses. Cancel Similar will abort the adding of the new purchase or expense (without effecting the original). In Edit mode, Create Similar will keep the original purchase/expense open and create a duplicate, ready for editing.

3.A selection screen will appear. Choose which fields of that purchase order are to be duplicated on the next purchase and select OK.

create similar fields

Info

Select All will exactly duplicate the fields from the chosen purchase or expense – with the exception of the PO# (a unique number for every purchase is automatically generated by Jim2, regardless of how it is being added), status, and time/date/initial fields.

4.Now there is a new purchase/expense that will be similar to the first. Edit the purchase/expense fields as normal.

 

Info

In a multi user environment where others could be adding purchases or expenses at the same time, it is a function of Jim2 to monitor the sequence of unique purchase order numbers issued at all times. If a Cancel Similar is nominated by one user, and another user has the next sequential purchase order number already, the obsolete purchase number automatically has a system status of Cancel, to ensure the integrity of the database. This is different to a user selecting a purchase order status of Cancel.

 

Further information

Purchases Security

Debtors Purchase Orders

Expenses at a Glance

Purchases at a Glance

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid

Purchase Order Approval Process

Purchase Order Stock Grid

Purchase Order Reports

Purchase Order List

Purchase/Expense Preview Pane

Purchase List Header

Expense Order Stock Grid

Opening Balance Purchase Order

Add a Negative Expense Order

Add a Purchase Order

Add a Document to an Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Backorder Purchase Order

Add Comments to a Purchase/Expense Order

Add Freight to a Purchase Order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO Template

Create a Purchase Order List

Enter Serial Numbers

Fix Incorrect Pricing after PO Finished

Handle Employee Reimbursements

Handle a Credit for Freight Charged

Link a Job to a Purchase Order

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase Consignment Stock

Receive Consignment Stock

Receive Stock

Record One Invoice Number on Multiple POs

Record Overseas Purchases, GST, Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into a Purchase Order

Staff Purchases

Unprint Purchase/Expense

Vendor Price Breaks

View or Edit a Purchase/Expense