Goods Issued: Batch Updates and Copying

Information on Copying Transactions

Some of the tutorials that involve copying transactions may differ from what is available to you.

  • Copying transactions are governed by the Copy Rules created for the Transaction Types.
  • These rules determine:
    • Which transactions can be copied
    • The Status of the transaction before and after it is copied.
    • If users must confirm the copy instruction.
    • If the new transaction is opened.
  • Some of the features can be edited when copying a transaction (e.g. checking or unchecking the checkbox next to opening a new transaction).

Table of Contents

How to Update Multiple Goods Issued Transactions

  1. Display a list of Goods Issued Transactions.
  2. Click Action (button) > Batch Update.
  3. Select an option from the Batch Update dropdown list and fill in the required information:
    • Status: Select a Status from the dropdown list of statuses.
    • Reference: Type a Reference in the provided block.
    • Category: Select a Category from the dropdown list of categories.
    • Entity: Select an Entity from the dropdown list of entities.
  4. Click Update (button).
  5. Confirm the updates.

How to Update Multiple Goods Issued Items

  1. Display a list of Goods Issued Items.
  2. Click the items to change (use ctrl + left click to select multiple items).
  3. Click Action (button) > Batch Update.
  4. Select an option from the Batch Update dropdown list and fill in the required information:
    • Assign to: Select a User from the dropdown list of users.
  1. Credit: Select a Ledger Account to Credit (e.g. Stock on Hand).
    • Credit: Select a Ledger Account to Credit (e.g. Stock on Hand).
  1. Debit: Select a Ledger Account to Debit (e.g. Cost of Sales).
    • Debit: Select a Ledger Account to Debit (e.g. Cost of Sales).
  1. Department: Select a Department from the dropdown list of departments.Due Date: Select a due date and time from the adjacent calendar and time chooser.Lead Days: Type the number of lead days in the adjacent block.
    • Department: Select a Department from the dropdown list of departments.
    • Due Date: Select a due date and time from the adjacent calendar and time chooser.
    • Lead Days: Type the number of lead days in the adjacent block.
  1. Qty: Type the Quantity of goods returned in the adjacent block. SM No.: Type the Service Manager ticket number in the adjacent block.Start Date: Select a start date and time from the adjacent calendar and time chooser.
    • Qty: Type the Quantity of goods returned in the adjacent block.
    • SM No.: Type the Service Manager ticket number in the adjacent block.
    • Start Date: Select a start date and time from the adjacent calendar and time chooser.
  1. Status: Select a Status from the dropdown list of statuses to change the items' statuses. 
    • Status: Select a Status from the dropdown list of statuses to change the items' statuses. 
  1. Unit Cost: Type a Unit Cost in the provided block.
    • Unit Cost: Type a Unit Cost in the provided block.
  1. Unit Price and /Qty:  Type a Unit Cost in the first block and the quantity included in the unit cost in the second block.
    • Unit Price and /Qty:  Type a Unit Cost in the first block and the quantity included in the unit cost in the second block.
  1. VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.
    • VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.
  1. Click Update (button).

How to Copy Goods Issued Transactions to Customer Invoices

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right click the transaction you want to copy and select Copy to Customer Invoices from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Customer Invoices.

  1. Display a list of Goods Issued Transactions.
  2. Select the Goods Issued transactions to copy that have a transaction Status of Complete.
  3. Click Actions (button) > Copy to Customer Invoices.
  4. Confirm the copy on the popup.

How to Copy Goods Issued Transactions to Delivery Notes

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right click the transaction you want to copy and select Copy to Delivery Notes from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Delivery Notes.

  1. Display a list of Goods Issued transactions.
  2. Select Goods Issued transactions to copy.
  3. Click Actions (button) > Copy to Delivery Notes.
  4. Confirm the copy on the popup.
  5. The Status of the transaction will be changed to Complete.

How to Copy Goods Issued Transactions to Goods Returned

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right-click the transaction you want to copy and select Copy to Goods Returned from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Goods Returned.

  1. Display a list of Goods Issued Transactions.
  2. Select the Goods Issued transactions to copy.
  3. Click Actions (button) > Copy to Goods Returned.
  4. Confirm the copy on the popup.

How to Copy Goods Issued Transactions to Sales Returns

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right-click the transaction you want to copy and select Copy to Sales Return from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Sales Return.

  1. Display a list of Goods Issued transactions.
  2. Select the Goods Issued transactions to copy.
  3. Click Actions (button) > Copy to Sales Return.
  4. Confirm the copy on the popup.

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