Copying Orders

Use the O/E Copy Orders screen to select an existing order, or a range of orders, from which to copy information and details to create a new order.

Details from the source orders appear as defaults for the new order, including item numbers, quantities ordered, pricing, and other information.

You can select the details you want to use in the new order, and you can change the price list, location, ship date, quantity ordered, unit of measure, and unit price for any detail line.

To create a new order from one or more existing orders:

1. Open Order Entry > O/E Transactions > Copy Orders.

   Note: You can also open this screen directly from the O/E Order Entry screen, by copying a posted order that is open in that screen. If you do this, information for the order being copied is automatically entered in the O/E Copy Orders screen.

2. Enter information about the source order(s). More...
   1. In the From Customer Number field, enter the number of the customer whose order details you want to copy.
   2. In the From Order Number and To Order Number fields, specify the range of existing orders from which to copy information.
   3. Select an order type.
3. Enter information about the customer for which you are creating the order. More...
   1. In the To Customer Number field, enter the number of the customer for which you are creating the new order.
   2. If the customers are different and have different tax groups, specify the tax group for the new order, or verify the default selection.

   3. If the customers use different currencies, specify the price list to use for the details in the new order.

   Note:
   • You can change prices for the new details after creating the order.
   • If the original order uses a currency with more decimal places than the new order, the program will display an error message if the order contains miscellaneous charges.

4. Click the Apply button.

   Details from the order or orders you selected appear in the Copy Orders Detail table.

5. On the Copy Orders tab, enter information about the new order you are creating. More...
   1. In the Order Number field, enter a number for the new order you will create, or leave the default value ***NEW*** in the field if you want Sage 300 to assign a new order number.
   2. Enter the date for the order. For a future order, enter the date that the order becomes active.

   3. If you want to place the new order on hold, select On Hold.

      Note: If the customer account is on hold in Accounts Receivable, the order is automatically placed on hold. You can enter the order and post it, but you cannot ship items or produce an invoice for the order until you clear the customer's on-hold status.

   4. Select the type of order you want to create: Active, Future, Standing, or Quote. For more information about order types, see Order Types.
   5. Enter a description for the order.

   6. Enter optional reference information for the order.

      Note: The reference information you enter here appears in Accounts Receivable as the reference for the invoice. It may also appear in the General Ledger batch, depending on your system settings. For more information, see Accounts Receivable and General Ledger help.

6. If the Optional Fields tab appears, enter information about the new order you are creating. For more information, see About Optional Fields.

7. In the Copy Orders Detail table, select detail lines to include in the new order, and edit information for each detail line as necessary. For more information about editing details, see O/E Copy Orders Screen.

8. Click Create to create the new order.

Last published: 4/8/2016