The same again: copying a record

Copy on every list and every record page — what comes across, what does not, and what happens when a code has to be unique.

Last month’s purchase order with two quantities changed. The same customer for a different plant. The same routing for the next size up. Retyping forty fields is where the mistakes get made.

Essential · 4 minutes · 5 steps · 2 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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Essential Everything connected to this record The 360° panel on every record page and on every line: what it is made of, what has happened to it, what it holds — adding to it without leaving, and getting back to where you started. 7 minutes · 4 questionsOpen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

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