Entering Sales Orders Using the Copy Order Function

The "Copy Order" button allows the copying of individual lines from any previous Sales Order for this Bill-to Customer. First displays a list of the previous orders. Once one order is selected, the lines from the order are displayed with all selected for copying. Remove the lines that are not wanted to copy and click "Save" to copy the remaining lines. Repeat the process if lines from other orders are needed to copy. If a user has a Facility or Facility Group restriction, only orders for this user's Facility/Facility Group will be displayed in the list of orders to copy. In addition to order line information, the following header fields are copied from the source order: Facility, Terms, User 1, Freight, Ship Via, Priority, Order Contact, Document Group, Ship From Company, Print Substitutions, Billing Group, Broker, Tax Region 1 and 2, Sales Order User 1 - 5, Delivery Distance, and the Work Flow Type, if there is a different one specified on the source order. If the Work Flow Type changes, it will reset the Work Flow Sequences.

Configuration

A previous Sales Order for the selected Bill-to must exist before the Copy Order function can be used.

Process

The steps to copy an order are detailed below:

  1. Navigate to Sales > Order Entry
  2. Enter a Bill-to record.
  3. Click the "More" button then choose "Copy Order" from the list.
  4. The system will display a list of all active orders for the selected Bill-to.
  5. Double click the order to be copied.
  6. The system will display the "Quantity" form which contains all item lines from the order.
  7. Modify the quantities as required.The "Zero All" button on the form allows users to first zero all quantities and then update the quantities for only those lines they wish to copy. The "Original Quantities" button restores the original values back to the form.
  8. Click the "Apply" button to complete the process.

Notes:

  • When copying the Facility, if the user is restricted to a Facility or a Facility Region and the original order's Facility doesn't belong to that Region, the Facility isn't copied.
  • If a Sales Order is specified in the "Link to SO" field on the "Misc "1 tab of the order, the system will skip the order search box and instead display the Mover form with all the lines from the linked Sales Order displayed.
  • The Sales > Options > Order Entry tab contains a "Copy Link To SO By Default" field. If this field is checked, users will be presented with the sales orders lines of the order that is currently linked via the "Link to SO" field on the Misc 1 tab. If unchecked, users will be presented with a list of all orders to select prior to copying.