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:
- 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.
- Enter information about the source order(s). More...
- Enter information about the customer for which you are creating the order. More...
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Click the Apply button.
Details from the order or orders you selected appear in the Copy Orders Detail table.
- On the Copy Orders tab, enter information about the new order you are creating. More...
- If the Optional Fields tab appears, enter information about the new order you are creating. For more information, see About Optional Fields.
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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.
- Click Create to create the new order.
Use the O/E Order Entry screen to review, edit, and post the order.