Fields and controls
Customer Number (From / To)
You can copy details from previously entered orders for the same customer or from orders for a different customer.
- In the From Customer Number field, enter the number of the customer whose order details you are copying.
- In the To Customer Number field, enter the number of the customer for whom you are creating a new order.
Note: If the From and To customers use different currencies, you must use the Price List field to specify the price list to use for the copied order details.
The name of the customer specified in the From and To fields will display in the corresponding From Customer Name and To Customer Name fields.
Order Number (From / To)
Specify a range of existing orders that contain the information and details you want to use in the new order.
Order Type
Select the type of order(s) from which you want to copy information and details: Active, Future, Standing, or Quote. For more information about order types, see Order Types.
Price List
If the From and To customers use different currencies, specify the price list to use for the copied order details.
You can change prices for the new details after creating the new order.
Copy Orders tab
On Hold
Select this option if you want to place the new order on hold.
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.
Note: You can clear the On Hold option for orders in Order Entry to ship and invoice the orders. You do not have to clear the On Hold option for the customer in Accounts Receivable.
For more information about on-hold orders, see Order Types.
Order Date
Enter the date for the order. For a future order, enter the date that the order becomes active.
This date is also used to age the order on the Aged Orders report.
By default, the system date appears in this field.
Order Type
Select the type of order you want to create: Active, Future, Standing, or Quote. For more information about order types, see Order Types.
Reference
Enter optional reference information for the order.
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 the Accounts Receivable and General Ledger help.
Detail table
Click the check box at the left of each detail line you wish to include in the new order, and edit each detail line as necessary to set up the new order.
All item detail fields (and any detail optional fields that are set up for the screen) appear as columns in this table.
Costing UOM
This field displays the costing unit of measure specified in the item record.
For user-specified costing items, the unit cost and costing unit are copied from the original order detail, and you can edit them.
The cost and costing unit for other items (FIFO, LIFO, moving average) are picked up when the orders are copied, and so are current. They will appear on the O/E Copy Orders screen if you are authorized to view them.
Description
This field displays the description from the item price list or miscellaneous charge record for the item or miscellaneous charge selected in the Item Number / Miscellaneous Charge field.
This description appears on printed order confirmations, picking slips, and invoices. You can use the default description or enter a new description to be used for an individual transaction.
In a multicurrency system, the description from the item record appears here if the price list does not include a price in the customer’s currency.
Extended Price
Enter the extended price for the detail, or accept the calculated value.
Extended price refers to the extended price of an order (that is, the total cost of the items being ordered, whether or not they have been shipped). It is calculated automatically when you enter an order quantity. Sage 300 divides the unit price by the pricing unit of measure conversion factor, and then multiplies the result by the order unit of measure conversion factor and the quantity ordered.
If you change the extended price calculated by the program, an asterisk appears beside the Extended Price field on the O/E Detail Taxes screen, and also appears beside the item on the O/E Transaction List report.
Item Number / Miscellaneous Charge
This field displays the code for the item or miscellaneous charge used in the source order.
You cannot modify items or miscellaneous charges copied from the source order; you can only specify whether or not to copy the detail line.
Kit/BOM
If this item is part of a kit or BOM (bill of material), this field displays the kit number or BOM number. (In Inventory Control, you can have more than one list of items in a kit or BOM.)
You cannot change the kit or BOM number when copying orders.
Line Number
Line numbers are assigned automatically, and you cannot change them.
You use line numbers to identify details you have entered, or to recall them for editing when you are using the O/E Detail Taxes screen to enter detail information. To generate the O/E Detail Taxes screen, click the Edit Icon 
in the Line Number column.
You can also list items on picking slips by line number.
Location
By default, this field displays the location code specified for the order. You can change the location for individual details.
Optionally, enter the code for the physical location from which you will ship the items ordered on the detail line.
You must specify a physical location, not a logical inventory location. Logical locations are used primarily for transferring goods between physical locations in Inventory Control.
Note: You cannot change the location for a serialized or lotted item after you enter a quantity in the Quantity Ordered field.
Optional Fields
Double-click the this field on the detail line to enter information for an optional field that was assigned to this transaction type in the O/E Optional Fields setup form.
The entry in the detail line will change from No to Yes.
You can also enter optional field information for the order as a whole on the Optional Fields tab.
Order UOM
This is the unit of measure in which you are ordering item quantities for the detail. You can select a different unit of measure if necessary.
Tip: Make sure that the amount in the Quantity Ordered field uses this unit of measure.
Depending on your settings on the O/E Options screen, this field displays either the item weight unit (from the item record in Inventory Control) or the pricing weight unit (from the price list in Inventory Control). Stocking units and pricing units are defined for individual items in Inventory Control, and they may be different. For example, you may use "Dozen" as the stocking unit for an item, but "Each" as the pricing unit.
For more information, see About Order Unit of Measure.
Order Weight UOM (unit of measure)
This is the unit of measure for weighing this item on the order. You can select a different unit of measure if necessary.
Depending on your settings in O/E Options, this field displays either the item weight unit (from the item record in Inventory Control) or the pricing weight unit (from the price list in Inventory Control).
The order weight unit of measure for the complete order is determined by the default weight unit of measure specified on the I/C Options screen.
- If the item is not priced by weight, this field displays the item weight unit from the item record.
- If the item is priced by weight, and it has base prices for multiple units of measure, this field displays the default unit of measure from the price list if your Default Order Weight UOM in O/E Options is the Pricing Weight Unit.
Price Approval
You cannot copy an order if any item on the source order requires price approval.
Price checks are set in Inventory Control price lists for particular items, price lists, and user IDs.
If price checks are in effect, and the price you enter is outside the boundaries allowed, this field displays "Yes."
For more information, see About Price Checks.
Price By
This field indicates whether the item is priced by weight or by quantity.
- If pricing is by quantity, Sage 300 sets volume discount amounts or percentages according to the quantity of goods that are ordered.
- If pricing is by weight, Sage 300 sets volume discount amounts or percentages by item weight.
Item weights are calculated in Order Entry by multiplying the unit weight of an item times the quantity ordered, and converting the weight to default units.
Price List
If the From and To customers use different currencies, you must specify the price list to use for the copied order details.
If the From and To customers use the same currency, details for the new order will use the prices from the previous orders.
You can change prices for the new details after creating the new order.
Pricing UOM (unit of measure)
This field displays the unit of measure in which the item is priced.
Sage 300 Premium supports multiple pricing units of measure, but you must set one as the default on the I/C Item Pricing screen in Inventory Control.
The pricing UOM is determined by the price list as follows: If the price list provides only one pricing UOM, that UOM appears here. If the price list provides several pricing UOMs, the pricing unit that matches the order UOM appears here. If no pricing UOM matches the order UOM, the default pricing UOM appears here. If you price by cost, the default pricing UOM appears here, and the cost-based price appears in the Unit Price field.
Note: If the item is not on the specified price list, the program uses the item's stocking unit as the pricing unit.
Quantity Backordered
If Order Entry uses the Calculate Backorder Quantities option (on the O/E Options screen), and if the customer record in Accounts Receivable allows backordered quantities, Order Entry automatically calculates the quantity backordered by subtracting the quantity shipped from the quantity ordered.
If Order Entry does not automatically calculate quantities and you are not shipping the entire order, enter the quantity backordered.
Each time you enter a shipped amount, the backordered quantity is reduced. When the backordered amount is zero, the item is considered to be fully shipped, and its status is set to Completed.
Tip: To cancel unshipped quantities of an order, enter 0 (zero) in this field.
Quantity Committed
Specify an inventory quantity to commit to the order. When it is time to ship the order, the quantity is guaranteed to be available (unless you allow negative inventory quantities).
If a quantity is already committed to an order, you can ship another order for the same items only if there is a sufficient quantity in inventory in addition to the committed quantity.
Quantity Ordered
Enter the number or quantity of the item or charge to include in the order.
Make sure that the number or quantity you enter uses the unit of measure specified in the UOM field. For example, if the UOM is "Case" and the order is for two cases, enter 2 in the Quantity Ordered field.
- The Allow Fractional Quantities option on the I/C Options screen in Inventory Control determines whether you can use decimals in the Quantity Ordered field. For more information, see Inventory Control help.
- If the detail is not completed (indicated in the Completed field), you can change the quantity ordered for items that have not been shipped and invoiced.
- If you are unable to ship all the items on an order, and want to cancel unshipped items, you can edit the details to reduce the quantities ordered so they match the quantities shipped.
Unit Cost
You enter the unit cost for an item only if the item uses the user-specified costing method in Inventory Control (that is, if User-Specified appears in the Costing Method field on the I/C Items screen).
For more information, see Inventory Costing Methods.
Note: If security is turned on for your system, you must have Item Cost Inquiry authorization to view and edit information in this field.
Unit Price
By default, this field displays the lowest unit price for which the customer is eligible. This may be the base price, a sale price for a specified time period, or the price specified for the customer's price level or the quantity purchased, based on a discount or markup.
If necessary, enter the price for the item, per pricing unit.
- If price checks are in effect, and the unit price is outside the allowed limit, the price must be approved. For more information, see About Price Checks.
- You can edit the information in this field only if you have Unit Price Override security authorization in Order Entry.
- If the item is not on the price list you specified for the detail, no price appears.
- If the lowest price is a negative amount, it is displayed as zeros.
- If you set up contract pricing for a customer in Inventory Control, Order Entry uses that information to calculate prices for items affected by the customer’s pricing contract, and it displays the contract price by default in this field.
- If you do not set up contract pricing for a customer, Order Entry calculates prices based on the customer type and the price lists you set up in Inventory Control.
- If the price list you select is not currently in effect, the ability to specify does not appear (if the document date is not between the Price List Starts date and the Price List Ends date specified for the item, currency, and price list code on the I/C Item Pricing screen. The Unit Price field displays 0.000000 by default.
- The number of decimal places that appear in this field is determined by the information specified for the item on the I/C Item Pricing screen.
Optional Fields tab
If optional fields are assigned to the screen, use the Optional Fields tab to enter optional field information that applies to the entire document.
Optional fields and values appear automatically on this tab if you selected the Auto Insert option for those fields on the O/E Optional Fields setup screen.
If you use identical optional fields in Order Entry transactions and Accounts Receivable invoices, the information in the Order Entry fields is sent to Accounts Receivable.
Note: If an optional field is required but does not have a default value, you must specify a value for the field.
For more information, see About Optional Fields and Adding Optional Fields to Transaction Entry Screens.
Overview
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.
- You can copy a posted order directly from the O/E Order Entry screen. If you do this, information for the order being copied is automatically entered in the O/E Copy Orders screen.
- You cannot copy an order if any item on the source order requires price approval. If an item on a source order requires price approval, an error message appears when you click the Apply button.
- If the From and To customers use different currencies, you must use the Price List field to specify the price list to use for the copied order details.
Copy Orders Tab
Enter information that will be used to create the new order, and select options to indicate whether the order is on hold or uses retainage. More...
Copy Orders Detail Table
After you click the Apply button, details from the order or orders you specified appear in the Copy Orders Detail table.
In the Copy Detail column, select Yes for each detail line you want to include in the new order, and edit each detail line as necessary to set up the new order. More...
Optional Fields Tab
If optional fields are assigned to the screen, use the Optional Fields tab to enter optional field information that applies to the entire document. More...