To create a transaction by using the Copy Forward action on the Transaction Catalog or via the transaction-level menu within a Final transaction, perform these steps:
From the Transaction Catalog, search for the transaction that you want to reference. (Additionally, you can create a copy while within a transaction by selecting the Copy Forward action from the transaction menu.)
Select Copy Forward from the row-level menu on the Transaction Catalog or via the transaction-level menu of the transaction. (This button only appears on Final transaction versions and for specific transaction codes.) Result: The Copy Forward page appears. Information from the referenced transaction appears in the From Transaction tab.
At the top of this page is a grid that lists the transactions to which you can copy forward. For example, you can copy forward from a Purchase Order (PO) to a Payment Request (PRC). This will copy transaction specific information from the PO to the PRC. Select the line of the target transaction in the grid. A checkmark will appear next to your selection and the row will be highlighted. The Target Transaction section requires you to enter the Transaction Dept and Transaction ID. Transaction ID should not be populated if the Auto Numbering check box is selected.
Select OK. Result: Advantage opens a new Draft transaction that contains the valid data from the original transaction.
Refer to the "Copy Forward" topic for additional information about this page and the options available for this function.