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How to Copy Document - Multiple times?

Aravindh_NavisionAravindh_Navision Member Posts: 258
Hi Friends,

While creating Quote, Order, Invoice (both Sales/Purchase), we have an option to copy the document and create new Quote, Order or Invoice. That is the using "Copy Document" function in "Functions" button.

As like I need to copy the same document for 'n' no. of times by defining the no. of times the documents to get copied.

For eg: If I need to copy the document for 5 times means, I will define it in the field in copy document form as 5. Then it will copy the same document for 5 times with the sequence no. series.

Can anyone tell me how to achieve this?

Thanks in advance,
Aravindh R.

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    chengalasettyvsraochengalasettyvsrao Member Posts: 711
    Can you provide more information why you require such a feature? Maybe we can suggest some workaround.
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    Aravindh_NavisionAravindh_Navision Member Posts: 258
    Thanks a lot for your response chengalasettyvsrao.

    Actually the user needs this feature because they will use the same document frequently and 'n' no. of times simultaneously. They feel that copying the same document again and again for 'n' no. of times consumes much of their time. So they require this feature. Hope this makes sense. :wink:
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    matttraxmatttrax Member Posts: 2,309
    Really? It even saves the last document they copied. It's hardly any clicks.

    But if you want to customize it, go for it. Tell us what you've already tried to do, though, and we can point you in the right direction.
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    SavatageSavatage Member Posts: 7,142
    matttrax wrote:
    Really? It even saves the last document they copied. It's hardly any clicks.
    :thumbsup:

    Sales Order
    F3
    Enter
    Functions->Copy Document
    OK

    Pretty easy. We use it alot for credits so on the Header we've added the button there just to eliminate
    Functions->Copy Document

    New Copy Doc Button
    OnPush()
    CopySalesDoc.SetSalesHeader(Rec);
    CopySalesDoc.RUNMODAL;
    CLEAR(CopySalesDoc);
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    Aravindh_NavisionAravindh_Navision Member Posts: 258
    Hi Guys,

    Thank you very much for your replies. Actually the user needs some sort of Installment sales.

    For example: Assume that the Invoice ABC's amount is $12000 and they will post it. as usual. Then they will create an internal invoice by selecting the Posted Invoice of Invoice ABC using Copy Document function. While selecting the menu item Copy Document, a new field will be added to give the no. of installments. Suppose if we give the no. of installment as 12, 12 copies of Posted Invoice of Invoice ABC should get copied each with the installment amount value of $1000. Also the Due date of 1 month interval will be copied in the Due DAte field for 12 months.

    Is there any option available already for this or do we need to do the customization? If we need to do the customization, how to proceed further. Can you please shower your ideas on it?

    Thanks in advance.
  • Options
    matttraxmatttrax Member Posts: 2,309
    Have you looked into Blanket Orders?
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    Aravindh_NavisionAravindh_Navision Member Posts: 258
    Thank you matttrax.

    It could help, but not sure until I know the entire functionality of Blanket Order. My quick question is how to copy the document multiple times in one click with installment amounts?
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    chengalasettyvsraochengalasettyvsrao Member Posts: 711
    Hi Guys,

    Thank you very much for your replies. Actually the user needs some sort of Installment sales.

    For example: Assume that the Invoice ABC's amount is $12000 and they will post it. as usual. Then they will create an internal invoice by selecting the Posted Invoice of Invoice ABC using Copy Document function. While selecting the menu item Copy Document, a new field will be added to give the no. of installments. Suppose if we give the no. of installment as 12, 12 copies of Posted Invoice of Invoice ABC should get copied each with the installment amount value of $1000. Also the Due date of 1 month interval will be copied in the Due DAte field for 12 months.

    Is there any option available already for this or do we need to do the customization? If we need to do the customization, how to proceed further. Can you please shower your ideas on it?

    Thanks in advance.

    Do you ship the material Partially or completely aganist that Order ?

    Do you receive the payment in installments way against that Shipment of that order ?
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    Aravindh_NavisionAravindh_Navision Member Posts: 258
    They will ship the material completely and receive the payments in installment.
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    chengalasettyvsraochengalasettyvsrao Member Posts: 711
    AFAIK there's no simple solution without customization here.

    It may help you.

    viewtopic.php?f=32&t=51676
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    ivankoleticivankoletic Member Posts: 27
    There is Installments functionality available in Italian and Spanish Cronus.
    It works throuhg payment terms allowing you to set multiple payment terms. This means when you post an invoice with payment term that calculates due dates as (+30d + 60d and 90d) you'll get 3 customer ledger entries with different due dates.
    Regards,
    Ivan Koletic
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