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Copy Sales Order Action

  • 21 December 2023
  • 2 replies
  • 102 views

Is it possible to select which fields are (and are not) copied when using the standard copy (clipboard) action on Sales Orders?

We use UDFs to trigger a few workflows. After our recent upgrade to 23r1, the values in those UDFs are persisting, causing those copied orders and reorders to not fall into the workflow.

 

Thanks! 

This is not configurable.  

You can use Templates and manage the copied columns on the Templates screen or you can customize using this guide as a starting place. 

https://asiablog.acumatica.com/2022/01/working-with-and-troubleshooting-copy-paste-functionality.html

Hope this helps!

@Robert Sternberg, that article is exactly what I need.

 

Thank you!

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