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Copy Sales Order Action

  • December 21, 2023
  • 2 replies
  • 141 views

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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! 

Best answer by Robert Sternberg

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!

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2 replies

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!


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  • Author
  • Jr Varsity III
  • 15 replies
  • December 21, 2023

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

 

Thank you!


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