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