Copy Documents: Examples

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Examples of when you might want to copy a document:

• A customer is returning merchandise. Copying the original sales receipt and changing the quantities to negative for the return ensures you refund the same amount as the customer originally paid. It also helps verify the payment method, items, quantities, dates, etc.

• You need to return merchandise to a vendor. Copying the original receiving voucher ensures that you list the same items at the same cost as originally paid. Delete any items not being returned from the copy before saving.

• You frequently order and receive the same items from the same vendor. Copying a previous purchase order and/or receiving voucher is a fast way to make a new document with the same information. Just edit the items, quantities, costs, and applicable freight/fees, etc. as needed after making the copy.

• An error was discovered on a previously made history document. You reversed the original document and now want to copy and edit it to make a new corrected document.