How to use the copy document function - Microsoft Dynamics NAV 2015
Christos Pittis
Dynamics 365 Business Central Senior Consultant | Team Lead | ERP Implementation | Agile Methodology | Business Analyst | D365BC Architect | Aptean F & B
How to use the copy document function
Microsoft Dynamics NAV 2015
The Copy Document Function uses the copy paste logic. You can copy any document, posted or not, to a newly create document to save time. For example, you can copy the Sales Invoice (you want to cancel), on the Sales Credit Memo.
Go to the DEPARTMENTS menu, Sales & Marketing, Order Processing, and Sales Credit Memos.
Click the New button or CTRL + N to create a new Sales Credit Memo.
Select the Customer in the Sell-to Customer No. field and then click on the Copy Document button.
Find the document you want to copy. For example find the Posted Sales Invoice you wish to cancel and bring it here.
Click OK.
As you can see, the posted invoice lines have been copied in the Sales Credit Memo lines.
What you need to do is a final check or any necessary amendments and then post this document.
Click on the Post and Print button on the top.
Click Yes.
The following actions took place:
1.The Sales Credit Memo delete from the Sales Credit Memo List and transfers to the Posted Sales Credit Memo
2.A Customer Ledger Entry creates with Document Type Credit Memo
3.The Balance of the Customer decreases by the amount of the posted Credit Memo
4.The G/L account’s balances update (Sales and Debtor accounts) by the amount of the posted Sales Credit Memo
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