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@ -2,7 +2,7 @@
<head>
<meta charset=utf-8>
<meta name=viewport content="width=device-width,initial-scale=1,shrink-to-fit=no">
<meta name=generator content="Hugo 0.92.2">
<meta name=generator content="Hugo 0.93.0">
<meta name=robots content="index, follow">
<link rel="shortcut icon" href=/favicons/favicon.ico>
<link rel=apple-touch-icon href=/favicons/apple-touch-icon-180x180.png sizes=180x180>
@ -14,8 +14,7 @@
<link rel=icon type=image/png href=/favicons/android-96x96.png sizes=96x96>
<link rel=icon type=image/png href=/favicons/android-144x144.png sizes=144x144>
<link rel=icon type=image/png href=/favicons/android-192x192.png sizes=192x192>
<title>Copy Document | alguidelines.dev - Business Central Design Patterns</title>
<meta name=description content="By Bogdan Sturzoiu at Microsoft Development Center Copenhagen
<title>Copy Document | alguidelines.dev - Business Central Design Patterns</title><meta name=description content="By Bogdan Sturzoiu at Microsoft Development Center Copenhagen
Abstract
The goal of the Copy Document pattern is to create a replica of an existing …">
<meta property="og:title" content="Copy Document">
@ -41,8 +40,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<link href=/scss/main.min.84a617ff0c0265eb62b5cd2929c572f4ed37dc4907d0cf068be4eb2974f6d60f.css rel=stylesheet integrity>
<script src=https://code.jquery.com/jquery-3.6.0.min.js integrity=sha384-vtXRMe3mGCbOeY7l30aIg8H9p3GdeSe4IFlP6G8JMa7o7lXvnz3GFKzPxzJdPfGK crossorigin=anonymous></script>
<script src=https://unpkg.com/lunr@2.3.9/lunr.min.js integrity=sha384-203J0SNzyqHby3iU6hzvzltrWi/M41wOP5Gu+BiJMz5nwKykbkUx8Kp7iti0Lpli crossorigin=anonymous></script>
</head>
<body class=td-page>
</head><body class=td-page>
<header>
<nav class="js-navbar-scroll navbar navbar-expand navbar-dark flex-column flex-md-row td-navbar">
<a class=navbar-brand href=/>
@ -54,36 +52,24 @@ Description Documents are widely used by most of our customers. Many times, a si
<ul class="navbar-nav mt-2 mt-lg-0">
<li class="nav-item mr-4 mb-2 mb-lg-0">
<a class=nav-link href=/docs/><i class="fas fa-book"></i><span>Docs</span></a>
</li>
<li class="nav-item mr-4 mb-2 mb-lg-0">
</li><li class="nav-item mr-4 mb-2 mb-lg-0">
<a class=nav-link href=https://github.com/microsoft/alguidelines/discussions/ target=_blank><i class="fas fa-comments"></i><span>Discussions</span></a>
</li>
<li class="nav-item mr-4 mb-2 mb-lg-0">
</li><li class="nav-item mr-4 mb-2 mb-lg-0">
<a class=nav-link href=https://github.com/microsoft/alguidelines target=_blank><i class="fab fa-github"></i><span>GitHub</span></a>
</li>
<li class="nav-item mr-4 mb-2 mb-lg-0">
</li><li class="nav-item mr-4 mb-2 mb-lg-0">
<a class=nav-link href=https://discord.gg/4wbfNv3 target=_blank><i class="fab fa-discord"></i><span>Discord</span></a>
</li>
</ul>
</div>
<div class="navbar-nav d-none d-lg-block"><input type=search class="form-control td-search-input" placeholder="&#xf002; Search this site…" aria-label="Search this site…" autocomplete=off data-offline-search-index-json-src=/offline-search-index.9ab69a84696ad11cb17318558d9706e3.json data-offline-search-base-href=/ data-offline-search-max-results=10>
</div>
</nav>
</header>
<div class="container-fluid td-outer">
</li></ul></div><div class="navbar-nav d-none d-lg-block"><input type=search class="form-control td-search-input" placeholder="&#xf002; Search this site…" aria-label="Search this site…" autocomplete=off data-offline-search-index-json-src=/offline-search-index.c6558a635de208ea1007e79e444e323a.json data-offline-search-base-href=/ data-offline-search-max-results=10>
</div></nav></header><div class="container-fluid td-outer">
<div class=td-main>
<div class="row flex-xl-nowrap">
<aside class="col-12 col-md-3 col-xl-2 td-sidebar d-print-none">
<div id=td-sidebar-menu class=td-sidebar__inner>
<div id=content-mobile>
<form class="td-sidebar__search d-flex align-items-center">
<input type=search class="form-control td-search-input" placeholder="&#xf002; Search this site…" aria-label="Search this site…" autocomplete=off data-offline-search-index-json-src=/offline-search-index.9ab69a84696ad11cb17318558d9706e3.json data-offline-search-base-href=/ data-offline-search-max-results=10>
<input type=search class="form-control td-search-input" placeholder="&#xf002; Search this site…" aria-label="Search this site…" autocomplete=off data-offline-search-index-json-src=/offline-search-index.c6558a635de208ea1007e79e444e323a.json data-offline-search-base-href=/ data-offline-search-max-results=10>
<button class="btn btn-link td-sidebar__toggle d-md-none p-0 ml-3 fas fa-bars" type=button data-toggle=collapse data-target=#td-section-nav aria-controls=td-docs-nav aria-expanded=false aria-label="Toggle section navigation">
</button>
</form>
</div>
<div id=content-desktop></div>
<nav class="collapse td-sidebar-nav" id=td-section-nav>
</form></div><div id=content-desktop></div><nav class="collapse td-sidebar-nav" id=td-section-nav>
<ul class="td-sidebar-nav__section pr-md-3 ul-0">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child active-path" id=m-docs-li>
<a href=/docs/ title="AL Guidelines" class="align-left pl-0 td-sidebar-link td-sidebar-link__section tree-root" id=m-docs><span>Docs</span></a>
@ -101,9 +87,9 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/patterns/facade-pattern/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docspatternsfacade-pattern><span>Façade</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docspatternsgeneric-method-pattern-li>
<a href=/docs/patterns/generic-method-pattern/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docspatternsgeneric-method-pattern><span>Generic Method</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsbestpractices-li>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docspatternsno-series-li>
<a href=/docs/patterns/no-series/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docspatternsno-series><span>No. Series</span></a>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsbestpractices-li>
<a href=/docs/bestpractices/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsbestpractices><span>Best Practices</span></a>
<ul class="ul-2 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsbestpracticesapi-page-li>
@ -150,9 +136,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/bestpractices/variable-naming/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsbestpracticesvariable-naming><span>Variable Naming</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsbestpracticesvariables-declarations-order-li>
<a href=/docs/bestpractices/variables-declarations-order/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsbestpracticesvariables-declarations-order><span>Variables Declarations Order</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child active-path" id=m-docsnavpatterns-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child active-path" id=m-docsnavpatterns-li>
<a href=/docs/navpatterns/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns><span>NAV Patterns Archive</span></a>
<ul class="ul-2 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child active-path" id=m-docsnavpatternspatterns-li>
@ -167,9 +151,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsblocked-entitydata-driven-blocked-entity-li>
<a href=/docs/navpatterns/patterns/blocked-entity/data-driven-blocked-entity/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsblocked-entitydata-driven-blocked-entity><span>Data Driven Blocked Entity</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternscached-web-service-calls-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternscached-web-service-calls-li>
<a href=/docs/navpatterns/patterns/cached-web-service-calls/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternscached-web-service-calls><span>Cached Web Server Calls</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsconditional-cascading-update-li>
<a href=/docs/navpatterns/patterns/conditional-cascading-update/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsconditional-cascading-update><span>Conditional Cascading Update</span></a>
@ -224,9 +206,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsnet-exception-handling-in-caltryfunction-net-exception-handling-in-cal-li>
<a href=/docs/navpatterns/patterns/net-exception-handling-in-cal/tryfunction-net-exception-handling-in-cal/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsnet-exception-handling-in-caltryfunction-net-exception-handling-in-cal><span>TryFunction NET Exception Handling in CAL</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsno-series-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsno-series-li>
<a href=/docs/navpatterns/patterns/no-series/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsno-series><span>No Series</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatternspatternsnotifications-li>
<a href=/docs/navpatterns/patterns/notifications/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatternspatternsnotifications><span>Notifications</span></a>
@ -235,9 +215,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/patterns/notifications/in-context-notifications/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsnotificationsin-context-notifications><span>In-context Notifications</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsnotificationsnotification-lifecycle-management-pattern-li>
<a href=/docs/navpatterns/patterns/notifications/notification-lifecycle-management-pattern/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsnotificationsnotification-lifecycle-management-pattern><span>Notification Lifecycle Management Pattern</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsobserver-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsobserver-li>
<a href=/docs/navpatterns/patterns/observer/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsobserver><span>Observer</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsposting-routine-select-behavior-li>
<a href=/docs/navpatterns/patterns/posting-routine-select-behavior/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsposting-routine-select-behavior><span>Posting Routine - Select Behavior</span></a>
@ -252,9 +230,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/patterns/queries/use-queries-to-detect-duplicate-records/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsqueriesuse-queries-to-detect-duplicate-records><span>Use Queries to Detect Duplicate Records</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsqueriesuse-queries-to-replace-nested-loops-li>
<a href=/docs/navpatterns/patterns/queries/use-queries-to-replace-nested-loops/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsqueriesuse-queries-to-replace-nested-loops><span>Use Queries to Replace Nested Loops</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsread-once-initialization-and-validation-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsread-once-initialization-and-validation-li>
<a href=/docs/navpatterns/patterns/read-once-initialization-and-validation/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsread-once-initialization-and-validation><span>Read-once Initialization and Validation</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsreleased-entity-li>
<a href=/docs/navpatterns/patterns/released-entity/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsreleased-entity><span>Released Entity</span></a>
@ -273,9 +249,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/patterns/security/4-masked-text/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssecurity4-masked-text><span>Masked Text</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternssecurity5-ssl-in-nav-li>
<a href=/docs/navpatterns/patterns/security/5-ssl-in-nav/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssecurity5-ssl-in-nav><span>SSL in NAV</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternssetup-specificity-fallback-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternssetup-specificity-fallback-li>
<a href=/docs/navpatterns/patterns/setup-specificity-fallback/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssetup-specificity-fallback><span>Setup Specificity Fallback</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternssilent-file-upload-and-download-li>
<a href=/docs/navpatterns/patterns/silent-file-upload-and-download/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssilent-file-upload-and-download><span>Silent File Upload and Download</span></a>
@ -291,11 +265,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/patterns/singleton/singleton-table/cue-table/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssingletonsingleton-tablecue-table><span>Cue Table</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternssingletonsingleton-tablesetup-table-li>
<a href=/docs/navpatterns/patterns/singleton/singleton-table/setup-table/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssingletonsingleton-tablesetup-table><span>Setup Table</span></a>
</li>
</ul>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsstandard-journal-li>
</li></ul></li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsstandard-journal-li>
<a href=/docs/navpatterns/patterns/standard-journal/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsstandard-journal><span>Standard Journal</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternstemporary-dataset-report-li>
<a href=/docs/navpatterns/patterns/temporary-dataset-report/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternstemporary-dataset-report><span>Temporary Dataset Report</span></a>
@ -305,18 +275,14 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/patterns/transfer-custom-fields/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternstransfer-custom-fields><span>Transfer Custom Fields</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsvariant-facade-li>
<a href=/docs/navpatterns/patterns/variant-facade/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsvariant-facade><span>Variant Facade</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns2-anti-patterns-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns2-anti-patterns-li>
<a href=/docs/navpatterns/2-anti-patterns/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns2-anti-patterns><span>2. Anti-Patterns</span></a>
<ul class="ul-3 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns2-anti-patternsnav-upgrade-li>
<a href=/docs/navpatterns/2-anti-patterns/nav-upgrade/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns2-anti-patternsnav-upgrade><span>Nav Upgrade</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns2-anti-patternsreusable-bugs-li>
<a href=/docs/navpatterns/2-anti-patterns/reusable-bugs/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns2-anti-patternsreusable-bugs><span>Reusable Bugs</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns3-cal-coding-guidelines-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns3-cal-coding-guidelines-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelines><span>3. CAL Coding Guidelines</span></a>
<ul class="ul-3 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesdesign-li>
@ -350,18 +316,14 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/3-cal-coding-guidelines/design/variable-capacity-mismatch/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesdesignvariable-capacity-mismatch><span>Variable Capacity Mismatch</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesdesignwith-scope-name-collision-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/design/with-scope-name-collision/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesdesignwith-scope-name-collision><span>WITH Scope Name Collision</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternally-used-dot-net-types-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternally-used-dot-net-types-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/internally-used-dot-net-types/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesinternally-used-dot-net-types><span>Internally used DotNet Types</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalization-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/internationalization/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalization><span>Internationalization</span></a>
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalizationusing-calcdate-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/internationalization/using-calcdate/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalizationusing-calcdate><span>Using Calcdate</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelineslocalizability-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelineslocalizability-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/localizability/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelineslocalizability><span>Localizability</span></a>
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelineslocalizabilitycaptionml-for-system-tables-li>
@ -374,9 +336,7 @@ Description Documents are widely used by most of our customers. Many times, a si
<a href=/docs/navpatterns/3-cal-coding-guidelines/localizability/use-text-constants/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelineslocalizabilityuse-text-constants><span>Use Text Constants</span></a>
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@ -443,9 +403,7 @@ Description Documents are widely used by most of our customers. Many times, a si
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@ -469,13 +423,9 @@ Description Documents are widely used by most of our customers. Many times, a si
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<h1>Copy Document</h1><header class=article-meta>
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<p><em>By Bogdan Sturzoiu at Microsoft Development Center Copenhagen</em></p>
<h2 id=abstract>Abstract</h2>
<p>The goal of the Copy Document pattern is to create a replica of an existing open or closed document (posted or not posted), by moving the lines and, optionally, the header information from the source document to a destination document.</p>
<h2 id=description>Description</h2>
<p>Documents are widely used by most of our customers. Many times, a significant portion of these documents are similar to each other, either by sharing the same customer, vendor, type, or line structure. Being able to re-use a document as a base for creating a new one is therefore an important means of saving time.</p>
<p>Other business scenarios require that a newly created document is applied to an existing document. For example, in returns management, a return order can be the reversal of an existing order and can therefore be copied from the original order. Other times, there is even a legal requirement to match the document to its source. For example, credit memos need to be applied to the originating Invoice.</p>
<p>For these reasons, NAV supports the copying of documents as a method to re-use or link documents.</p>
<p>The Copy Document functionality is used in the following situations:</p>
<ul>
<li>The user wants to create a new open sales document (Quote, Order, Blanket Order, Invoice, Return Order, Credit Memo) based on an existing posted or non-posted sales document (Quote, Blanket Order, Order, Invoice, Return Order, Credit Memo, Posted Shipment, Posted Invoice, Posted Return Receipt, Posted Credit Memo).</li>
<li>The user wants to create a new open purchase document (Quote, Order, Blanket Order, Invoice, Return Order, Credit Memo) based on an existing posted or non-posted purchase document (Quote, Blanket Order, Order, Invoice, Return Order, Credit Memo, Posted Shipment, Posted Invoice, Posted Return Receipt, Posted Credit Memo).</li>
<li>The user wants to create a new production order (Simulated, Planned, Firm Planned or Released) based on an existing production order (Simulated, Planned, Firm Planned, Released or Finished).</li>
<li>The user wants to create a new assembly order based on an existing assembly document (Quote, Blanket Order, Order and Posted Order).</li>
<li>The user wants to create a new service contract or quote based on an existing service contract or quote.</li>
<li>The user wants to create all relevant return-related documents. For example, from a sales return order, the user can recreate the involved supply chain documentation, by copying the information upwards to a purchase return order (if the items need to be returned to the vendor), purchase order (if the items need to be reordered), and sales order (if the items need to be re-sent to the customer).</li>
</ul>
<p><strong>Note</strong></p>
<ul>
<li>Not all to and from combinations are allowed. For example, you can only copy to open document types, since the posted documents are not editable.</li>
<li>The destination document needs to have the header fully created. For example, a Sales Order will need to have the Sell-To Customer No. populated.</li>
</ul>
<h2 id=usage>Usage</h2>
<p>The Dynamics NAV application developer can take into account using the Copy Document design pattern when they have requirements such as:</p>
<ul>
<li>To provide a quick and efficient way of moving content from a document to another.</li>
<li>To allow reusing the document history as a template for new documents.</li>
<li>To allow linking of documents that need to be applied to each other.</li>
</ul>
<p>The Copy Document pattern involves the following entities:</p>
<ol>
<li>
<p>Source document tables for document header and line. For example,Sales Header/Line.</p>
</li>
<h5 class=taxonomy-title>Tags:</h5><ul class=taxonomy-terms>
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<li><a class=taxonomy-term href=https://alguidelines.dev/categories/pattern/ data-taxonomy-term=pattern><span class=taxonomy-label>Pattern</span></a></li></ul></div></header><p><em>By Bogdan Sturzoiu at Microsoft Development Center Copenhagen</em></p><h2 id=abstract>Abstract</h2><p>The goal of the Copy Document pattern is to create a replica of an existing open or closed document (posted or not posted), by moving the lines and, optionally, the header information from the source document to a destination document.</p><h2 id=description>Description</h2><p>Documents are widely used by most of our customers. Many times, a significant portion of these documents are similar to each other, either by sharing the same customer, vendor, type, or line structure. Being able to re-use a document as a base for creating a new one is therefore an important means of saving time.</p><p>Other business scenarios require that a newly created document is applied to an existing document. For example, in returns management, a return order can be the reversal of an existing order and can therefore be copied from the original order. Other times, there is even a legal requirement to match the document to its source. For example, credit memos need to be applied to the originating Invoice.</p><p>For these reasons, NAV supports the copying of documents as a method to re-use or link documents.</p><p>The Copy Document functionality is used in the following situations:</p><ul>
<li>The user wants to create a new open sales document (Quote, Order, Blanket Order, Invoice, Return Order, Credit Memo) based on an existing posted or non-posted sales document (Quote, Blanket Order, Order, Invoice, Return Order, Credit Memo, Posted Shipment, Posted Invoice, Posted Return Receipt, Posted Credit Memo).</li><li>The user wants to create a new open purchase document (Quote, Order, Blanket Order, Invoice, Return Order, Credit Memo) based on an existing posted or non-posted purchase document (Quote, Blanket Order, Order, Invoice, Return Order, Credit Memo, Posted Shipment, Posted Invoice, Posted Return Receipt, Posted Credit Memo).</li><li>The user wants to create a new production order (Simulated, Planned, Firm Planned or Released) based on an existing production order (Simulated, Planned, Firm Planned, Released or Finished).</li><li>The user wants to create a new assembly order based on an existing assembly document (Quote, Blanket Order, Order and Posted Order).</li><li>The user wants to create a new service contract or quote based on an existing service contract or quote.</li><li>The user wants to create all relevant return-related documents. For example, from a sales return order, the user can recreate the involved supply chain documentation, by copying the information upwards to a purchase return order (if the items need to be returned to the vendor), purchase order (if the items need to be reordered), and sales order (if the items need to be re-sent to the customer).</li></ul><p><strong>Note</strong></p><ul>
<li>Not all to and from combinations are allowed. For example, you can only copy to open document types, since the posted documents are not editable.</li><li>The destination document needs to have the header fully created. For example, a Sales Order will need to have the Sell-To Customer No. populated.</li></ul><h2 id=usage>Usage</h2><p>The Dynamics NAV application developer can take into account using the Copy Document design pattern when they have requirements such as:</p><ul>
<li>To provide a quick and efficient way of moving content from a document to another.</li><li>To allow reusing the document history as a template for new documents.</li><li>To allow linking of documents that need to be applied to each other.</li></ul><p>The Copy Document pattern involves the following entities:</p><ol>
<li>
<p>Source document tables for document header and line. For example,Sales Header/Line.</p></li><li>
<p>Destination document tables for document header and line.<br>
<strong>Note:</strong> The source document header/line and destination document header/line tables do not need to be the same. For example, you can copy a Sales Shipment Header/Lines into a Sales Header/Lines.</p>
</li>
<li>
<p>Copy Document engine: COD6620, Copy Document Mgt.</p>
</li>
<li>
<p>Copy Document report for a specific document type. The report requires the following parameters:</p>
</li>
</ol>
<ul>
<li>Source Document Type</li>
<li>Source Document No.</li>
<li>Include Header (optional)</li>
<li>Recalculate Lines (optional)</li>
</ul>
<p>Example: REP901, Copy Assembly Document</p>
<p><a href=clip_image002.gif-750x0.png><img src=clip_image002.gif-750x0.png alt=" "></a></p>
<h2 id=usage-sequence>Usage Sequence</h2>
<p><strong>Precondition</strong>: The user creates a new destination document Header, filling up the required information.</p>
<p><strong>Step 1</strong>: The user runs the Copy Document report (element no. 4), filling up the parameters:</p>
<ul>
<li>Source Document Type</li>
<li>Source Document No.</li>
<li>Include Header and/or Recalculate Lines (not all Copy Document reports have these).</li>
</ul>
<p><strong>Step 2</strong>: The report copies the information in the source tables (Header and Line) into the destination tables (Header and Line).</p>
<p><strong>Post processing</strong>: The user performs additional editing of the destination document.</p>
<p>The sequence flow of the pattern is described in the following diagram.</p>
<p><a href=clip_image004.gif-750x0.png><img src=clip_image004.gif-750x0.png alt=" "></a></p>
<p>Example: Copy Sales Document for Credit Memos.</p>
<p>In the standard version of Microsoft Dynamics NAV, the Copy Document functionality is implemented in the Sales Credit Memo window as shown in the following section.</p>
<hr>
<p><strong>Precondition</strong>: The user enters data in PAGE44, Sales Credit Memo.</p>
<p><a href=clip_5F00_image006.jpg><img src=clip_5F00_image006.jpg alt=" "></a></p>
<p><strong>Step 1</strong>: The user runs REP292, Copy Sales Document from the Sales Credit Memo window, populating the required parameters. The Include Header and Recalculate Lines fields are selected.</p>
<p><a href=clip_5F00_image008.jpg><img src=clip_5F00_image008.jpg alt=" "></a></p>
<p><strong>Step 2</strong>: The Sales Credit Memo window is populated with information from the source sales document.</p>
<p><a href=clip_5F00_image010.jpg><img src=clip_5F00_image010.jpg alt=" "></a></p>
<p><strong>Post processing</strong>: The user can now do additional editing of the sales credit memo.</p>
<h1 id=nav-implementations>NAV Implementations</h1>
<ol>
<li>Copy Sales Document (REP292)</li>
<li>Copy Purchase Document (REP492)</li>
<li>Copy Service Document (REP5979)</li>
<li>Copy Assembly Document (REP901)</li>
</ol>
<div style=position:relative;padding-bottom:56.25%;height:0;overflow:hidden>
<strong>Note:</strong> The source document header/line and destination document header/line tables do not need to be the same. For example, you can copy a Sales Shipment Header/Lines into a Sales Header/Lines.</p></li><li>
<p>Copy Document engine: COD6620, Copy Document Mgt.</p></li><li>
<p>Copy Document report for a specific document type. The report requires the following parameters:</p></li></ol><ul>
<li>Source Document Type</li><li>Source Document No.</li><li>Include Header (optional)</li><li>Recalculate Lines (optional)</li></ul><p>Example: REP901, Copy Assembly Document</p><p><a href=clip_image002.gif-750x0.png><img src=clip_image002.gif-750x0.png alt=" "></a></p><h2 id=usage-sequence>Usage Sequence</h2><p><strong>Precondition</strong>: The user creates a new destination document Header, filling up the required information.</p><p><strong>Step 1</strong>: The user runs the Copy Document report (element no. 4), filling up the parameters:</p><ul>
<li>Source Document Type</li><li>Source Document No.</li><li>Include Header and/or Recalculate Lines (not all Copy Document reports have these).</li></ul><p><strong>Step 2</strong>: The report copies the information in the source tables (Header and Line) into the destination tables (Header and Line).</p><p><strong>Post processing</strong>: The user performs additional editing of the destination document.</p><p>The sequence flow of the pattern is described in the following diagram.</p><p><a href=clip_image004.gif-750x0.png><img src=clip_image004.gif-750x0.png alt=" "></a></p><p>Example: Copy Sales Document for Credit Memos.</p><p>In the standard version of Microsoft Dynamics NAV, the Copy Document functionality is implemented in the Sales Credit Memo window as shown in the following section.</p><hr>
<p><strong>Precondition</strong>: The user enters data in PAGE44, Sales Credit Memo.</p><p><a href=clip_5F00_image006.jpg><img src=clip_5F00_image006.jpg alt=" "></a></p><p><strong>Step 1</strong>: The user runs REP292, Copy Sales Document from the Sales Credit Memo window, populating the required parameters. The Include Header and Recalculate Lines fields are selected.</p><p><a href=clip_5F00_image008.jpg><img src=clip_5F00_image008.jpg alt=" "></a></p><p><strong>Step 2</strong>: The Sales Credit Memo window is populated with information from the source sales document.</p><p><a href=clip_5F00_image010.jpg><img src=clip_5F00_image010.jpg alt=" "></a></p><p><strong>Post processing</strong>: The user can now do additional editing of the sales credit memo.</p><h1 id=nav-implementations>NAV Implementations</h1><ol>
<li>Copy Sales Document (REP292)</li><li>Copy Purchase Document (REP492)</li><li>Copy Service Document (REP5979)</li><li>Copy Assembly Document (REP901)</li></ol><div style=position:relative;padding-bottom:56.25%;height:0;overflow:hidden>
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