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Clone Invoice - Printable Version

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Clone Invoice - VortecCPI - 05-29-2018 10:37 PM

It would be nice to have a clone feature for recurring invoices...


RE: Clone Invoice - falkoner - 05-29-2018 10:44 PM

Hi Paul, If you mean sales invoices doesn't the recurring order functionality give you this?

Tim


RE: Clone Invoice - VortecCPI - 05-30-2018 02:34 AM

(05-29-2018 10:44 PM)falkoner Wrote:  Hi Paul, If you mean sales invoices doesn't the recurring order functionality give you this?

Tim

Sorry... I should have been clear... I meant Vendor/Supplier invoices...

For example we have rent due every month for which I must write a check. As soon as I pay the current invoice I must immediately create another for next month. This particular Vendor/Supplier does not accept payment via direct electronic methods.


RE: Clone Invoice - VortecCPI - 05-30-2018 11:37 PM

Perhaps a new button labeled "Clone Existing"? It would create all the table entries using the date and reference supplied in the header?

[attachment=836]


RE: Clone Invoice - falkoner - 05-31-2018 01:43 AM

I am really snowed under with stuff at the moment so I don't have a lot of time to look at it right now but if I was doing it I would probably put a link in the Supplier transaction inquiry to clone that line, and then write a section in the SupplierInvoice.php script to populate the SuppTrans object, leaving the user to just make any amendments and then accept the invoice.

Tim


RE: Clone Invoice - VortecCPI - 05-31-2018 03:56 AM

I was going to try to tackle this one on my own but I figured you webERP/ gurus would have quite a few suggestions...


RE: Clone Invoice - TurboPT - 05-31-2018 11:31 AM

Paul, I might have a chance to look at that this weekend, but I'm working on a 4.15.1 release first.


RE: Clone Invoice - VortecCPI - 06-01-2018 01:54 AM

(05-31-2018 11:31 AM)TurboPT Wrote:  Paul, I might have a chance to look at that this weekend, but I'm working on a 4.15.1 release first.

Wow... That would be GREATLY appreciated!!!

100% agreed on support of new 4.15.1 release first...


RE: Clone Invoice - falkoner - 06-18-2018 10:47 PM

I thought I would have a look at this, and the first thought that occurs is that this will obviously be restricted to just the parts of an invoice that have General Ledger codes. Any goods received can obviously not be cloned, and Fixed asset purchases too.

Will this be confusing to users?

Tim


RE: Clone Invoice - VortecCPI - 06-18-2018 11:17 PM

Great point. We should not allow ALL invoices to be cloned so the CLONE feature should only be available in applicable contexts.

In our case it would be used for recurring payables such as rent and utilities...