This button is used to start a new invoice by copying data from an existing invoice Select the invoice you want to copy from, then click the Copy Invoice button and then edit/enter all information for the invoice you want to add.
The Copy Invoice button will be enabled when user is in Browse mode on the Edit Invoice screen and has a previous invoice visible. If you are currently editing an invoice or have not selected a prior invoice, this button will not be enabled.
The fields outlined in green will always be copied. The fields outlined in blue the user has the option to set these to be copied or not. And the fields shown in red can never be copied. Once fields have been copied, they can still be changed by the user prior to saving the new invoice.
See Add Invoice for specific information regarding the actual fields to be filled out.
Setting Optional Fields to be Copied
To set the fields (outlined in blue) you want to be copied select Tools in upper left corner of Nexus, then select Options. This brings up the options screen shown below. Note that the fields outlined in green above are always copied.
Pull down the select group for TMC or PO Invoice, then place a check mark next to the optional fields you want to be copied during the Copy Invoice routine. If you select “All” then all available fields will be selected. If you unselect any of the fields then the copied field list will be displayed after your changes.
You can modify the copied fields for TMC Add Detail (Add Invoice will copy all available fields except order# and that cannot be changed by user). You can also modify the copied fields for PO Add Invoice and Add Detail screens. Once the settings are made, the next Copy Invoice will only copy the fields outlined in green, plus the fields you set up in the Options dialogue.
