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

  • Jan 8, 2022 1:33 AM UTC
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Jr Varsity II
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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

 

Best answer by Naveen Boga

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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Naveen Boga
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  • Naveen Boga
  • Captain II
  • Answer
  • Jan 8, 2022 6:35 AM UTC

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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Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
    Jr Varsity II
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    • zoeymuff
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    • Jr Varsity II
    • Jan 8, 2022 4:00 PM UTC

    Thank you Naveen again, 

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

    Zoey

     

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    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • Jan 8, 2022 5:51 PM UTC

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

     

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    Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
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