Use the Copy Document Feature 

Why use the copy document function? 

The Copy Document function saves time by reusing details from a previous purchase order. A good use case is when you need to create a purchase return order for a purchase order. You can copy different document types to create new ones.  

How to use the copy document function? 

1. Search for Purchase Orders in the top right-hand corner of the page. Select the related link and the purchase order list page displays.  
2. Set up a new purchase order or open an existing purchase order.  
   
   Note: The purchase order must be in Open status to complete the copy document function.  
3. On the purchase order, select the Actions menu. Then select Functions. From the drop-down menu, select Other. Then, select Copy Document.  
   
4. The Copy Purchase Document request page displays.  
   
   1. Fill in the required fields: 
      1. Document Type: Specify that you’re copying an Order. There are other documents that you can copy from.  
      2. Document No.: Enter the purchase order you wish to copy from.  
      3. Enable Include Header to copy across header information. These can include vendor details.  
      4. Enable Recalculate Lines to update the prices and discounts.  
      5. Select OK to complete the process and close the page.  
5. Wiise copies the selected document details, include the lines to your new or existing purchase order in the Lines section.  
6. Review and verify that the copied information is accurate. You may be required to update any fields such as the Posting Date, Delivery Date or any specific line items.  
7. Update to Released status to finalise the purchase order.  
8. You’ve used the copy document function to create a new purchase order.  

What’s next? 

Find out how to receive items on a purchase order. 

If you have any questions, please reach out to support@wiise.com