Populate Line(s) to a Selected Receipt Agreement
- Arna María Ólafsdóttir (Unlicensed)
In a Blanket Purchase Agreement where Receipt Agreements have already been created, and are therefore connected to the blanket agreement, the action Populate Line(s) to a Selected Receipt Agreement can be selected. This action copies the selected line from the blanket agreement to a selected receipt agreement.
The user begins by selecting a line in the blanket agreement and then clicking Manage > Populate Line(s) to a Selected Receipt Agreement.
A new page opens, the user can select one of these agreements to populate the selected blanket agreement line to an agreement in the list or create a new agreement. In this example a new receipt agreement is created by clicking +New.
A new receipt agreement opens where the user fills in the information in the header information and the lines will automatically populate to the agreement.
The user can then go back to the blanket agreement and select the another line and perform the action again.
A page opens where the user selects the newly created receipt agreement and then clicks OK
A new page opens where the user clicks Confirm Selected Lines… to confirm.
The receipt agreement then opens up with the new line that was populated from the blanket purchase agreement.
This action can also be used when a new line is added to the blanket agreement. Then that new line is selected and thereafter the action is selected. The user is then able to select all the receipt agreements connected to this blanket agreement and create the new line in all the receipt agreements.