Copy Purchase Order from Existing Purchase Order or Invoice

Copy Purchase Order from Existing Purchase Order or Invoice

Quickly copy the information from an existing Purchase Order or Invoice to create a new PO with the click of a button!

Copy from Existing Purchase Order

When in the PO Workflow, select the PO you need to copy and click the Copy PO button   within Panel 2 to copy the information to a new PO.

Users will be taken to the Create PO screen with the following information prepopulated:
  1. Supplier Name
  2. Email
  3. PO Date (this will be updated to todays date)
  4. Delivery Address
  5. Delivery Contact
  6. Approver
  7. Reference
  8. Product Code/Description/Quantity
  9. Unit Price/Amount
  10. Taxed/Tax Code/GL Code/Categories
  11. Notes/Delivery Instructions 

Please Note: The Prefix and Delivery Date will need to be selected and entered again, as this information could change with each PO.

Copy from Existing Invoice

The same can be done from an invoice within the Approvals Workflow or Archive. To do so, go to an existing Invoice in either of these locations and click  More Create PO.

A new PO will be generated using the below information available from the invoice:
  1. Supplier Name
  2. PO Date (this will be updated to todays date)
  3. Product Code/Description/Quantity
  4. Unit Price/Amount
  5. Taxed/Tax Code/GL Code/Categories

Please Note: As a PO and Invoice have slightly different information, users will need to manually select the Prefix, Department, Email, Delivery Address/Contact/Date/Instructions, Approver and Reference.


    Check out our
    to stay up to date

      • Related Articles

      • Auto-Order Purchase Orders

        If you're familiar with our Auto-Approve feature, you can use the same functionality to automatically Order your Purchase Orders within Lightyear. When enabled, this will move your POs into the Ordered tab and automatically email the relevant ...
      • Purchase Order Workflow

        You've filled out your purchase order details and now you need to choose your next action. See your options below to decide the best action for your workflow. We will run through the tabs individually to give you an idea of why they are there. ...
      • Creating Purchase Orders

        So you're ready to create your first Purchase Order. Check out this video on Creating POs or read on below to guide you through the process. To Create a PO, click the " Create PO" button to the top right of your PO screen. You will then see the ...
      • Purchase Order Importing and Mapping

        How Maps Are Created Maps for Purchase Orders are slightly different than maps for Invoices. For an Invoice, we create a map per supplier, extracting the relevant information you need based on the map type. For Purchase Orders, there will be one map ...
      • PO - Archive

        With PO you can search in your archive for specific PO's. Much like when search invoices, the settings, filters and exports are also available with you purchase order records.  PO Archive From any screen on Lightyear, select the archive icon from the ...