Copy Purchase Data from Price Quotes

Use the Purchase Order submodule to copy purchase data from price quotes to purchase orders of selected jobs.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To copy purchase data from a price quote:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the purchase order that you want to copy price quote purchase data to.
3. On the side toolbar, click Purchase Order.
4. On the grid toolbar, use the drop-down list to select the purchase order that you want to copy price quote purchase data to.
   Alternatively, click Open purchase order list and in the Purchase Order List dialog box, highlight the purchase order that you want to copy price quote purchase data to.
   Note: You can only copy data to a purchase order that has not yet been approved or locked for changes.
5. Click and select Copy purchase data from a price quote.
6. In the Copy Price Quote Lines to PO dialog box, use the drop-down list to select the price quote that you want to copy purchase data from and select the check box of the price quote line or lines that you want to copy.
7. Select the applicable copy options and copy method and click OK.