Copy a Single Line Item or Specific Segments to an Invoice

To create a new invoice by copying a purchase order line item or line item segments:

Tip:
You can copy purchase order line items from different purchase orders to the same invoice.

  1. Open the Purchase Order Line Item workform.
  2. Select Tools > Copy To from the menu to copy the line item, or select the segments, right-click and select Copy To.

    3. Important:
    If you are selecting multiple segments, you must put the cursor in the Segment Number column.

    The Copy Lines To dialog box appears.

  3. Select Invoice > New checkbox, and click OK.

    4. The New Invoice dialog box appears.

  4. Do the following steps to complete the New Invoice dialog box:
    1. Type the number of the invoice in the Invoice No. box. It can be up to 30 characters.

      2. Tip:
      You can search for invoices by invoice number suffix.

    2. If your library uses a suffix to identify invoices, type a suffix in the Suffix box. It can be up to 8 characters.
    3. To select a different library, change the library in the Owner box.
    4. To select a different supplier, click Find and search for a different supplier.
  5. Click OK to submit your settings.

    6. Copy Completed Successfully appears in the status bar.

    Note:
    If the lines have already been copied to an invoice, you are alerted and the operation fails. Exception: Standing order and subscription lines can be copied to multiple invoices.

  6. Use the Find Tool to search for and select the invoice.

    7. The invoice you created appears in the Invoice workform and contains the line item or segments copied from the purchase order.