Using the Copy Document function can save you time, and will create a Transaction Document based on the previous document.
For example, from an existing Quotation you can print an Invoice ...
Clicking following the path Start > Finance you will have access to each of the Customer Transactions Landing Pages.
Opportunities, Quotations and Customer Orders can also be viewed by navigating to the Landing Page for that object type (eg, Start > Sales > Opportunities or Quotations or Customer Orders).
The different Customer Transactions Landing Pages you can select from are:
To open any of the records displayed in the views above, hover over the row until it become underlined and click on it.
To create a Customer Transaction within Workbooks either:
NOTE: You can open the customer record for the transaction by clicking on the icon at the top of the header or next to the customer name. Similarly, if the transaction is based on an existing Opportunity, you can open that record by clicking on the icon next to the Opportunity name. You can see which Opportunity the document was created from by viewing the 'created from document' and 'created from reference' columns on the Landing Pages.
See the page on Transaction Documents Fields Help to learn more about completing the upper section of a Transaction Document and the page on Transaction Documents Line Items Help to learn more about populating the Line Items grid.