K3 Documents

What is a Copy Rule?

Updated Jun 28, 2019

A copy rule is an easy way to set alternative values in a rule.   For example, lets say a customer wants to be invoiced in either USD or CAD.   Depending on what account they book from:

When Customer Account = Alpha

Then Copy Invoice_Master From Invoice_CAD

Else Copy Invoice_Master from Invoice_USD

K3 Example

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