Copy a Transaction

Related topics

Copy a Quote

Copy a Sales Order

Copy a Proposal(Sage 50 Premium Accounting and higher)

Copy a Sales Invoice

Copy a Purchase Order

Copy a Purchase

Copy a General Journal Entry

Transactions that can be copied will have a Copy button on the transaction screen and transaction list toolbars. Clicking the Copy button allows you to create another transaction like the one that is displayed on the screen or selected in the list.

What is the difference between copying, recurring, and memorizing a transaction?

When you copy a transaction, you create one copy of the transaction that is displayed.
When you recur a transaction, you create the same transaction again over a set interval of time. For example, weekly for 6 weeks or monthly for 12 months. Tell me how.
When you memorize a transaction, you create a template that can be used to create the same transaction over and over without having to re-enter the information. Tell me how.
You also have the option to broadcast a sales invoice. This means creating the same invoice for multiple customers. For example, maybe you charge the same monthly service fee to many of your customers. You can create an invoice for one customer and then easily create the same invoice for your other customers. Tell me how.

Is all information from the original transaction copied?

No. Some information from the original transaction is not copied because it is unique to that transaction. Select the transaction type below to see the information that is copied for that particular transaction.

For details about copying particular transactions, select the transaction type below:

Quotes

Only the following information from the original quote will be copied to the new quote:

Customer
Bill to information
Ship to information
Drop ship designation
Ship via information
Terms
Sales Rep
A/R Account
Line items
Freight
Notes

Note: Information on the Track It panel is not copied.

Sales Orders

Only the following information from the original sales order will be copied to the new sales order:

Customer
Bill to information
Ship to information
Drop ship designation
Ship via information
Terms
Sales Rep
A/R Account
Line items
Freight
Notes

Note: Information on the Track It panel is not copied.

Proposals (Sage 50 Premium Accounting and higher)

Only the following information from the original proposal will be copied to the new proposal:

Customer
Bill to information
Ship to information
Accept proposal designation
Drop ship designation
Ship via information
Terms
Sales Rep
A/R Account
Line items
Freight
Notes

Note: Information on the Track It panel is not copied.

Sales Invoices

Only the following information from the original invoice will be copied to the new invoice:

Customer
Bill to information
Ship to information
Drop ship designation
Ship via information
Terms
Sales Rep
A/R Account
Line items on the Apply to Sales tab
Information on Withhold Retainage tab (Sage 50 Quantum Accounting)
Freight
Notes

Note: If the original invoice contains serialized items, the serial numbers will not be copied. (Sage 50 Premium Accounting and higher)

If the original invoice has attachments, the attachments are not copied.

Information on the Track It panel is not copied. (Sage 50 Quantum Accounting)

Purchase Orders

Only the following information from the original purchase order will be copied to the new purchase order:

Vendor
Remit to information
Ship to information
Drop ship designation
Terms
Ship via information
A/P Account
Line items
Notes

Note: Information on the Track It panel is not copied.

Purchases

Only the following information from the original purchase will be copied to the new purchase:

Vendor
Remit to information
Ship to information
Drop ship designation
Waiting on Bill designation
Terms
Ship via information
A/P Account
Line items on the Apply to Purchases tab
Information on Withhold Retainage tab (Sage 50 Quantum Accounting)
Notes

Note: If the original purchase contains serialized items, the serial numbers will not be copied. (Sage 50 Premium Accounting and higher)

If the original purchase has attachments, the attachments are not copied.

Information on the Track It panel is not copied. (Sage 50 Quantum Accounting)

General Journal Entries

Only the following information from the original journal entry will be copied to the new journal entry:

Reverse transaction designation
Journal entry rows