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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

Create a PO from a Similar or Previous PO

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

1.Search for the purchase or expense order that you want to duplicate by either:

Clicking on the View/Edit Purchase icon in the ribbon, or

Clicking on the Create List icon in the ribbon and use the search criteria to narrow your choices. Select the Purchase you want to duplicate from the search result.

create similar button

2.Click Create Similar in the Purchase or Expense footer.

create similar fields

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 PO you would like duplicated on the next Purchase and click OK.

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 you are adding a Purchase), Status, and time/date/initial fields.

4.You now have a new purchase or expense that will be similar to the first. You can edit the Purchase or 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 been given the next sequential Purchase Order number already, the obsolete Purchase number is automatically given a system status of Cancel, to ensure the integrity of the database. This is different to a user selecting a PO Status of Cancel.

 

Further information:

Purchases Security

Expenses at a Glance

Purchases at a Glance

Add a Negative Expense Order

Add a Purchase Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Comments to a Purchase Order

Add Purchase Back order

Add Stock to a Purchase Order

Auto Create a Purchase Order

Create a Purchase Order List

Debtors Purchase Orders

Employee Reimbursements

 

 

Enter Serial Numbers

Expense Order Stock Grid

Expenses Tab on POs

Fix Incorrect Pricing after PO on Finished Status

How does Cost of Goods work

Link Expenses to a Purchase Order

Manufacturing Purchase Orders

Opening Balance Purchase Order

Print a Purchase/Expense Order

Purchase an Asset Under Finance

Purchase Consignment Stock

Purchase List Header

Purchase Order List

Purchase Order Reports

 

Purchase Order Stock Grid

Purchase/Expense Comment Grid

Purchase/Expense Order Footer

Purchase/Expense Order Header

Purchases/Expenses Status

Purchases/Expenses Tabs

Receive Consignment Stock

Receive Stock

Record One Invoice number on Multiple Purchase Orders

Record Overseas Purchases, GST and Import Costs

Return to Vendor

Round up Supplier Invoices

Unprint Purchase/Expense

View or Edit a Purchase/Expense