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Cut and paste sales orders, GL and AP transactions plus generic inquiries

Written by Darrell Scott | Jun 23, 2025

Using the Copy and Paste Features of Acumatica:

Create a GL transaction from an existing one, make modifications as needed to dollars or accounts.

Create an AP bill from an existing one, but you cannot modify the vendor.

Create a SO from an existing one and you CAN modify the customer

Create a Customer in production environment and populate it to a test environment.

Create a new Generic Inquiry based on the logic and layout of an existing Generic Inquiry.