[Mathias Tabor]

Entering PO’s for recurring line items. To make entry easier I’m using the “Copy PO Lines to Current PO” functionality in the Purchase Order Entry window. However, the new line items use the default account number from the vendor card, not the account number from the previous PO. Is there any way to copy the account number with the line item from the previous PO?

Thanks!

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Mathias Tabor
Manufacturing Project Engineer
Martindale
Lakewood OH
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[Jo deRuiter]

Hi

In order for the account number to be copied over the line items have to be actual Inventory Items, not non-inventory (in GP-speak, non-inventory simply means it is not an item that is saved as an item in the Inventory module).

OR….

You must have a default purchase account setup on the Vendor Card for the PO.?

If you need the copy function to hold onto an account number, then check out setting them up within the inventory module!

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Jo deRuiter
?? GPUG ALL STAR
??Granite Award Winner
Atlanta Chapter Leader
Aisling Dynamics Business Solutions
Business Applications Practice Manager
jo.deruiter@aislingdynamics.com
9518674366
aislingdynamics.com
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[Mathias Tabor]

Hi Jo, and thanks for the clarification.

The line items in question are non-inventory, so I guess that’s that.

The vendor does have a default account set, but it’s not the account I need for these items. Several of our most commonly-used vendors have multiple accounts that we assign line items to, for internal accounting and tracking purposes. I’ve added those to the additional vendor accounts window:


However, this is an additional step I was hoping to negate by copying the account number from the original transaction.

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Mathias Tabor
Manufacturing Project Engineer
Martindale
Lakewood OH
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