Copy Forward is a unique feature in CGI Advantage that enables a user to copy pertinent information from a finalized existing transaction into a new Transaction Type whose purpose is to memo reference (that is, perform an inverse, final or partial reference to the source transaction.).
For example, an Accounts Payable clerk needs to authorize payment for an existing Purchase Order. By invoking the Copy Forward command from the Purchase Order, the system automatically generates the selected Payment Request transaction code referencing the Purchase Order. Much of the pertinent information from the Purchase Order is carried forward into the generated Payment Request transaction.
When the entire transaction should not be copied forward, the selection of a subset of lines from the grid on the source transaction and setting the Select Entire Transaction indication to false when completing the Copy Forward page.
Note that any attachments on the original transaction are not copied forward to the new transaction. If you want to use an attachment from the original transaction, you need to download the attachment, make any necessary changes to it, and then upload the attachment to the new transaction. Please refer to the "Copy Forward from a Transaction" topic under Common Business Tasks, for a walkthrough of the process.