Copying Vouchers

You can create new regular vouchers by copying existing vouchers.

Page Name

Definition Name

Usage

Voucher Search Page

VCHR_SRCH_WRK

Perform a quick search when little data is known.

Copy Voucher Page

VCHR_COPY_SEC

Copy voucher information to a new voucher.

Use the Voucher Search page (VCHR_SRCH_WRK) to perform a quick search when little data is known.

The Voucher Search page is useful when you want to search and update vouchers using limited criteria, such as by business unit.

Navigation:

Accounts Payable > Vouchers > Add/Update > Voucher Search

This example illustrates the fields and controls on the Voucher Search page. You can find definitions for the fields and controls later on this page.

 Voucher Search page

Field or Control

Description

Copy Voucher icon (Copy Voucher)

Click to copy voucher information to a new voucher. You can copy only Regular Vouchers that are in Complete and Postable status.

Use the Copy Voucher Page (VCHR_COPY_SEC) to copy voucher information to a new voucher.

Navigation:

Accounts Payable > Vouchers > Add/Update > Voucher Search

Click the Copy Voucher icon.

This example illustrates the fields and controls on the Copy Voucher Page. You can find definitions for the fields and controls later on this page.

 Copy Voucher Page

Field or Control

Description

Copy

Click to create a new voucher based on the information copied from the original voucher. A hyperlink displays for the newly created voucher ID in the Copy Voucher page.

Note: Copied voucher is created in Incomplete and Recycle status, and needs to be saved for further processing.

Voucher ID

Enter the Voucher ID. NEXT is populated as the default value.

Invoice Number

Enter an invoice number.

Invoice Date

Enter the invoice date. If left blank, system date is used as the invoice date.

When you create a voucher copy, the following information is copied from the original voucher:

  • Invoice lines, distributions, taxes, and miscellaneous charges.

  • Payment terms, source documents, withholding, and bank details.

  • For a voucher with multiple schedules, only the first schedule is copied to the new voucher.

Similarly, the following information is not copied from the original voucher:

  • Attachments.

  • Payment notes.

  • Prepaid reference.

  • Match, approval and budget statuses.