The Purchase Orders Clone screen enables you to create an exact copy of the purchase order details, which can be changed and saved as another purchase order. This speeds up the purchase order creation, by basing the purchase order on a previously created purchase order.
To access this screen, click the View Previous POs link on the Purchase Orders screen. Select a PO to clone and then click Clone on the button panel.
The Clone screen has the following fields:
Clone for P.O. No:
The drop-down lists the existing purchase orders, so that you can choose which purchase order to clone from.
New P.O. No:
Displays the Purchase Order Number of the new purchase order created.
Active:
Checked indicates that the cloned Purchase Order will be active.
Vendor ID:
Allows you to change the Vendor from which the purchase is to be made.
Ship To:
This drop-down enables selecting the place to which the purchased items have to be shipped to. The options available are: Client address, Client Contact Address, Project Address and Custom Address.
Client/Project/ Client Contact:
Depending on the selection made in Ship To field, this field would require information on which Client, Project or Client Contact the items have to be shipped to. If the selection in Ship To field is custom, this field is unavailable.
Term ID:
Displays the Payment Term of the Purchase Order from which you want to clone. Its an editable field.
Date:
Enter the date on which the purchase order is created. It can be modified by either typing the date or choosing the date from the drop-down calendar.
Address:
This field displays the address of the client, client contact or project to which the purchased items are to be sent to. If the selection in Ship To field is custom, this field is blank, and you can specify the address to which the items have to be sent to.
Skip Copying Line Item Memo:
Selecting this check box, the memos associated with specific items on the Purchase Order are not copied to the clone. Only the main memo associated with the Purchase Order will be copied.
Purchase Orders Clone Button Panel
Help:
Opens the Web Suite Help in the Purchase Orders Clone section.
Save:
Saves the newly created, cloned purchase order.
Return:
Closes this screen and takes you back to the Purchase Orders screen.