Copy Supplier Contact Information

You can copy supplier contact information from the Orders, Payments, or Claims view and paste it into another view in the supplier record. This means that you don't need to retype contact information for suppliers that use the same address for orders, payments, or claims.

To copy supplier contact information

1. Navigate to the Orders, Payments, or Claims view that contains the contact information you want to copy.

2. Select COPY.

3. Do one of the following:

   • Select the view you want to copy the contact information to.

   • To copy contact information from the current view to both other supplier record views, select Both.

   Note:
   If copying contact information would cause existing data to be overwritten, Leap prompts you to confirm the action. Select CONTINUE.

   Leap copies supplier contact information to the specified view or views.