Copy Service Document

This chapter describes how to copy a service document.
You can copy the following documents: Service Quotes, Service Orders, Service Invoices, Service Credit Memos, Posted Shipments, Posted Invoices, and Posted Credit Memos.

The function of the button is explained with an example of a service offer.

1. Open the corresponding list with the service document type you want to copy.
2. Create a new service document, click New in the menu bar.
3. Click in the Description field to have the system assign a number to the document.
4. In the menu bar, click Home > Copy Document….

   

   Figure: Copy Document

5. The Copy Service Document dialog is displayed.

   

   Figure: Copy Service Document

6. In the Document Type selection box, select the type of document.
7. Enter the number of the document under the Document No. field. To search existing service documents, click the ellipsis (...) in the Document No. field.
8. From the displayed overview, select the service document you want to copy.
9. Click OK.
10. The information in the Customer No. and Customer Name fields are added by the system.
11. Using the Include Header slider, you can specify that information from the document header of the document to be copied is transferred to the document copy.
12. You can use the Recalculate Lines slider to set whether lines should be recalculated.
13. You can use the Include Comments slider to specify that comments contained in the document to be copied, such as fault, resolution and internal texts, are transferred to the document copy. For more information on these texts, see the chapter Add text to service document.
14. Using the Check if items are available slider, you can set whether to check that items are available that are included in the document to be copied when you create the document copy.
15. To create the document copy, click OK.

The document is copied.