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tips on copy and paste a line to next record or line in a sales or purchase order

  • 8 January 2022
  • 3 replies
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hello, since there is no delivery schedule, is there a shortcut to copy and paste a line of record to next… and all is left to do is changing the delivery date or the shiping QTY?

i.e below, how do i copy and paste line 1 to line 2 and 3 rather than manually input them?

Thank you

Zoey

 

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Best answer by Naveen B 8 January 2022, 07:35

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Userlevel 7
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Hi @zoeymuff  OOB, we do not have a feature to copy the lines. It requires a customization to copy the line.

I have worked on the below approach for one of my projects, hope this helps you!

Sales Order Customization

  • Introduce a new action at SOLine Grid level i.e. “Copy Line”
  • When we click on this button, you can have a logic to copy the current line and insert a new line.

 

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Thank you Naveen again, 

is the customization easily achievable within native acumatica or it is quite scientific?

Zoey

 

Userlevel 7
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Hi @zoeymuff  Yes, it is easily achievable with in native Acumatica.

 

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