Purchase - How to - Copy coding


Summary:

This article will explain how to copy and paste coding fields in purchase personal and professional mode.

 

Make sure:

For personal mode user should have Use Basware Purchase user right. 
 
For professional mode user should have rights to manage purchase orders and or purchase requisitions in Purchase Professional Tools.

 

Instructions:

This section will explain how the copy coding functionality works in personal and professional modes. This functionality is available in both purchase requisition and purchase order documents.

 

Personal mode

1. Go to the purchase requisition or order lines

2. Open the more actions (downwards pointing arrow) list from the line

3. Select Copy coding

 

4. Select the fields that are to be copied. Note that all fields can be selected by using Select all fields functionality on the top right corner.

5. After selecting the fields, select Copy

 

6. Select the line where the copied coding data is to be pasted and select Paste. From more actions next to the paste button it is possible to paste the coding to all available lines.

 

Professional mode

1. Go to the purchase requisition or order lines

2. Open the more actions (three dots) list from the coding row

3. Select Copy coding

 

4. Select the coding fields that are to be copied. It is possible to select all the fields by ticking the box above the individual coding field selection box.

5. After selecting the coding fields, select Continue

 

6. Select the order line that the copied coding fields should be pasted to by ticking the box in front of the order line. It is possible to select all lines by ticking the box above the individual lines.

7. Select Paste and the coding is pasted to the selected lines.

 

Restrictions

Coding cannot be copied from a line if:

A line cannot be selected as a target line for pasting if: