Eliminate repetitious data entry when entering customers re-order similar items! SCI - Copy Current Documents On the Fly lets you automatically copy any new or un-posted invoice, order, or quote to the same customer or to a different one, then puts you in edit mode for the new document so you can easily make changes. If you also have enhancement SIQ - Query Documents, you can even copy from posted invoices. This enhancement allows you to change the Customer ID, Ship To ID and Date of the new invoice, order, or quote.

After installing SCI - Copy Current Documents On the Fly, you will have a new function key available at the Document Format selection box when printing from Enter Invoices/Orders/Quotes, as shown below:

+-------------------------------------------------------------------------------+
| +==========================================================================+  |
| | SIPROC1                       Add Documents             COMPANY ID: SP   |  |
| | 07/10/96                Software Professionals Inc.                      |  |
| +==========================================================================+  |
| DOC TYPE....: I   Invoice                      DOC STATUS.: A Active          |
| DOC NUMBER..: 023549                                                          |
| CUSTOMER ID.: ANDERA Anita S. Anderson                                        |
| DOC DATE....: 07/27/96                                                        |
|                       PROD          QTY       QTY   PRICE             DISC T/ |
| LN.TYP...PRODUCT.ID...+=====Document Format====+PPED.CD...UNIT.PRICE..PCT..E  |
|  1 SA APP0900120REF   | I - Standard Invoice   |   4.00 A   779.9900  1.00 T  |
|  2                    | S - Service Invoice    |                              |
|                       | C - Customized Invoice |                              |
|                       | P - Picking Slip       |                              |
|                       | A - Packing Slip       |                              |
|                       +========================+                              |
|   F1-Help              F7-Copy Doc          F10-Done                          |
+-------------------------------------------------------------------------------+

If you have Print Document Default set to X and Force Print set to No in the Invoicing/OE Options file, you will not get the Document Format selection box shown above. You must change the option for Print Document Default to either Yes or No in order to use SCI - Copy Current Documents On the Fly.

If you want to print one or more copies of the document before copying to another document, then you must have Return to Format Select Box set to Yes in the Invoicing/OE Options file and then print the desired documents before pressing F7 - Copy Doc. After you push F7 - Copy Doc, the following box will appear:

+--------------------------------------------------------------------+
|    +====================== Copy Document ======================+   |
|    | New Document Number...: 023569                            |   |
|    | New Customer ID.......: RAMSEY                            |   |
|    | New Ship To ID........: NORTH                             |   |
|    | New Document Date.....: 09/01/91                          |   |
|    +===========================================================+   |
|                       F7 - Today      F8 - Undo       F10 - Copy   |
+--------------------------------------------------------------------+

You can enter a new Customer ID and, if the customer uses Ship To ID's, you can enter a new Ship To ID. For the new Document Date, you can push F7 to use today's date. Push F8 to abort and F10 to copy. After you push F10, you are placed into edit mode for the new document.

When you change the Customer ID, the Shipping Address is updated, but the Salesperson, Terms, and Sales Tax Code are NOT automatically changed. To change Salesperson, Terms, Sales Tax Code, or selling prices, you must edit the document after copying.

If you are using the inventory module, you CANNOT copy a document that has serialized items. The current cost of line items ARE updated, but the selling prices are NOT automatically changed. When copying a document, items that result in a negative quantity on hand will be copied even though the Allow Negative Quantity flag affects on may be set to No in Maintain Inventory Items.

If you also own enhancement SIQ - Query Documents, you can also use SCI - Copy Current Documents On the Fly to copy from previously posted invoices, if they have not been deleted from the Sales Invoicing files. For more information, see documentation for SIQ - Query Documents.