I would like to request a fairly simple feature. When copying a sales invoice to a purchase invoice, it would be useful if the description and order number auto populated the purchase invoice as well.
We copy sales invoices to purchase invoices when doing drop shipping, and the order number (optional field) makes it easier to track which purchase invoice belongs to which sales invoice. The description is also identical in this scenario since the two documents pertain to the same transaction.
Finally, auto populating them shouldn’t be an issue for other users, since the fields can still be altered as desired. This suggestion also doesn’t affect the purchase invoice number, which should correspond to the number issued by the supplier.
At the moment, the workaround is to open two separate tabs (one for sales invoice and one for purchase invoice) and manually copying and pasting the order number and description over.
I hope these two suggestions can be implemented as it would greatly simply the workflow for drop shipping when selecting “copy to purchase invoice” on a sales invoice.
The Order number on a sales invoice refers to a sales order number, which is carried over automatically when you copy a sales order to a sales invoice. The Order number on a purchase invoice refers to the Reference number on a purchase order. So while both are optional, and you may use them for anything you want, Manager can’t, because those variables in the database are used for other things. Inside the program, they are not the same, despite similar terminology on finished forms. Therefore, your suggestion could easily be an issue for other users who don’t follow your particular practice.
When you refer to descriptions, which description do you mean? Descriptions in line items are carried over. The summary description does not transfer, because descriptions of purchases are, for many users, different from descriptions of sales, even when they are the same item. And you would normally summarize a purchase invoice to match whatever was on your supplier’s sales invoice, not what you put on yours.
instead of using the default fields for Order number and Description, create exactly matching custom fields with headings of your choice for both sales invoice and purchase invoice. this will allow you to copy its contents if the custom field headings are an exact match on both sales and purchase invoices.