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Copy Sales Order Action

  • 21 December 2023
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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! 

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Best answer by Robert Sternberg 21 December 2023, 21:22

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Robert Sternberg
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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, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
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@Robert Sternberg, that article is exactly what I need.

 

Thank you!

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