Copy a Vendor Invoice

This topic describes how to create a new vendor invoice based on an existing vendor invoice. For a detailed description of the screen, seeVendor Invoice.

When a vendor invoice is created from an existing vendor invoice, there are two copy options:

  • When the Copy Vendor Invoice Headeroption is selected, a new vendor invoice instance is created with the header information (General section) from the original vendor invoice. This option includes data from the Active Vendor Invoice Routing, Source Company, EVC Type, Employee / Vendor, Currency, Payable Account, Payable Organization, Suffix, Invoice Date, Financial Description, Payment Routing, Type, and Project. Document Number will be populated if auto-counter is set, and Due Date will be set based on the Payment Routing. No Attachments, Invoice Number, Invoice Amount, Reviewer Group, or Comment data is copied. There also are line items or total values copied over.
  • When the Copy Vendor Invoiceoption is selected, a new vendor invoice is created using the original vendor invoice. This option includes all data from the original vendor invoice, except for Attachments, Invoice Number, and Reviewer line items. Document Date, Tax Point Date, Currency Exchange Date, and Invoice Date are set to the current system date. Document Number will be populated to next available number if auto-counter is set, and Due Date will be set based on the Payment Routing. For line items, the Quantity, Price, Debit Amount, Additional Cost, Other Charge Amount, and Apportion Tax Amount will not be copied, while Transaction Date will be set to use the current system date.   

Create a New Vendor Invoice from an Existing Vendor Invoice

Use the following steps to create a new vendor invoice based on an existing vendor invoice:

See Also: For additional information on the New functions, seeAdd a Document.

  1. Click the New button and then select the New From... option.
    The New dialog box displays.
  2. In the Types area, select Vendor Invoice.
  3. In the search area, search for the vendor invoice you would like to copy.
  4. In Transformations, select the Copy Vendor Invoice Header or Copy Vendor Invoice option.
  5. Click the Newbutton. A new vendor invoice is created. 

Save an Existing Vendor Invoice as a New Vendor Invoice

Use the following steps to save an existing vendor invoice as a new vendor invoice:

See Also: For additional information on the Save functions, seeSave a Document.

  1. Open a vendor invoice to copy.
  2. Click the Save button and then select the Save As option.
    The Save As dialog box displays.
  3. In Transformations, select theCopy Vendor Invoice Header or Copy Vendor Invoice option.
  4. Click the Createbutton. A new vendor invoice is created.