Goods Issued: Batch Updates and Copying

💡These tutorials explain how to update Goods Issued transactions in batches and copy them to other transactions.

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 you 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).

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:

   Field	Description
   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 Actions (button) > Batch Update.
4. Select an option from the Batch Update dropdown list and fill in the required information:

   Option	Description
   Assign to	Select a User from the dropdown list of users.
   Credit	Select a Ledger Account to credit (e.g. Stock on Hand).
   Debit	Select a Ledger Account to debit (e.g. Cost of Sales).
   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	Enter the number of lead days in the adjacent block.
   Qty	Enter the Quantity of goods issued in the adjacent block.
   SM No.	Enter the Service Manager ticket number in the adjacent block.
   Start Date	Select a start date and time from the adjacent calendar and time chooser.
   Status	Select a Status from the dropdown list of statuses to change the items' statuses.
   Unit Cost	Enter a Unit Cost in the provided block.
   Unit Price and /Qty	Enter a Unit Price in the first block and the quantity included in the unit price in the second block.
   VAT	Select a Default VAT Type in the first block, whether the price Includes (Inc) or Excludes (Exc) VAT in the second block, or both.

5. Click Update (button).

How to Copy Goods Issued Transactions 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#

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 changes to Complete.

How to Copy Goods Issued Transactions 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#

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.