2019-06-20 19:00
2019-06-20 19:00
2019-06-20 19:00
2025-01-19 17:46
Cut and paste sales orders, GL and AP transactions plus generic inquiries
Acumatica provides the copy and paste functions in a large number of its data entry and maintenance screens. Once you become familiar with what you can do with this functionality, you can save a lot of time taking advantage of this feature.
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https://www.cs3technology.com/resource/acumatica-cut-and-paste-for-data-entry-and-generic-inquiries
https://youtu.be/D1A8wxcIx68
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Acumatica Cut and Paste for data entry and generic inquiries

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June 21, 2019

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Using the Copy and Paste Features of Acumatica:

Create a GL transaction from an existing one, make modifications as needed to dollars or accounts.

Create an AP bill from an existing one, but you cannot modify the vendor.

Create a SO from an existing one and you CAN modify the customer

Create a Customer in production environment and populate it to a test environment.

Create a new Generic Inquiry based on the logic and layout of an existing Generic Inquiry.

Video
Tutorials
ERP
Acumatica ERP
Generic Inquiry
Accounting
Accounts Receivable
Data Management