Transfer between compressed lines

If you have entered a draft for the wrong debtor, you can change this by transferring the detail lines. You can use the lines of an existing draft or you can first add a new draft.

Profit always ensures that the detail lines match the corresponding compressed line. The total amount in the compressed line is therefore always equal to the total of the detail lines. If you add a compressed line you must therefore always also add at least one detail line. The new compression can never be based on an element for which compressed lines already exist; for example if the compression is based on a text code, you cannot add a new line with a text code for which there is already a compressed line.

Add the Select field to the entry layout (if it is not already present). You do this by selecting General / Management / Entry layout, Draft invoice detail line, Line tab.

Note:

If the VAT rate group for the source line differs from that in the target line, then the VAT rate group in the detail line will also be adjusted. The VAT totals in the draft are then recalculated.

To transfer lines:

1. Go to: Projects / Invoicing / Drafts.
2. Open the properties of the draft..
3. Select the detail lines.
4. Click on the action: Transfer lines.
5. Select the draft to which you want to transfer the lines.
6. Click on: Finish.

To move lines:

You can also move detail lines from a compressed line within a draft to another compressed line.

1. Go to: Projects / Invoicing / Drafts.
2. Open the properties of the draft..
3. Select the detail lines.
4. Click on the action: Relocate lines.
5. Click on: Next.
6. Click on: Finish.

   In the entry window the original line is copied as a whole to the target draft (with the exception of the fields specific to the draft).

7. Click on: Finish.

   The correction line which is created is an actual costing line, meaning that any rounding may be affected by the correction.