A creditors’s details can be copied to another creditor. For example, if there are other properties whose details match very closely, then the already created creditor can be used as a template.

Copy a Creditor

1. Make sure the creditor / supplier to be copied is displayed (see Create a New Creditor or Retrieve an Existing Creditor).
2. On the Creditors Details screen, click Copy Creditor.

   

3. On the blank Copy Creditor screen, enter a Code for the new supplier and update the Creditor name

   NOTE: The code must be unique.

   

   For example:

   

4. Click OK to keep the changes and save or update the entry.

   

5. Click Exit to discard any changes.

   

Any detail that needs to be modified can be accessed via tabs or the Creditors menu. Note that some menu items are not "live" until a Creditor is selected.

The following table lists the supplier details and the menu paths to where they are found. Any that require a supplier to be selected are indicated as an intermediate step in the path selection. Only a selection of detail is stored within the Creditor, further detail is stored within the Product > Supplier menu selection.

Detail to Modify	Where Found (path)
Details and Miscellaneous Details	Tabs > Details
Analysis	Tabs > Analysis
Currencies	Tabs > Currencies
Notes	Menu > Creditors (Select Creditor) Menu > Details > Notes or Menu > Product (Select a Product and Supplier) Menu > Supplier > Supplier Notes
Policies     Selling Channels (if used) External Access (if used)	Menu > Products > Product Setup (Select Supplier) Menu > Supplier > Supplier Policies Menu > Supplier > Supplier Policies > Selling Channels Tab Menu > Supplier > Supplier Policies > External Access Tab
Cancellation Rules (if used)	Menu Products > Product Setup (Select Supplier and Product) Menu > Supplier > Cancellation Rules
Amenities (if used)	Menu > Products > Product Setup (Select Supplier) Menu > Supplier > Amenities
Supplier FYI Messages	Menu > Products > Product Setup (Select Supplier) Menu > Supplier > Supplier FYI
Allocation	Menu > Products > Product Setup (Select Supplier and Product) Menu > Supplier > Allocations
Contacts	Menu > Products > Product Setup (Select Supplier) Menu > Supplier > Contacts Or Menu > Financials (Select Creditor) Menu > Communication >Contacts