Copying Orders
You can create a new order or return by copying information from an existing order or return. You specify how much information you want to copy from one order or return to another.
When copying from an order to another order, Oracle Order Entry/Shipping effectively copies the standard value rule set that you defined for the order type on the original order, plus any changes to those default values.
When copying from a return to an order, Oracle Order Entry/Shipping copies the relevant header and line information and uses the standard value rule set to define the Accounting Rule. Standard value rule sets are the only way to enter an accounting rule on an order.
When copying to a return, you can enter or change return information. Oracle Order Entry/Shipping defaults any appropriate information that exists for the return, copies the relevant information from the order or return, and allows you to enter several defaults. Your setting for the OE: Default RMA Status profile option determines the default value for the entry status.
Oracle Order Entry/Shipping automatically copies tax status information (Tax Status, Certificate, and Reason) to and from orders and returns.
Oracle Order Entry automatically copies VAT tax codes to the destination document lines when you copy a document in any of the following situations:
- a regular order to a regular order
- a return order to a return order
- a regular order to a return order
However, if you copy a return to a regular order, the VAT code is not defaulted or copied.
If a tax code is not present in a regular order you are copying from, it is defaulted.
Attention: Any order line entered prior to Release 10.6 that requires a tax code must be updated through the Sales Orders window.
After you save your changes, make a note of the Copy To Number, and query that new order or return number in the Sales Orders or Returns window. You can then add, modify, or view the information that Oracle Order Entry/Shipping copied to the new order or return.
Internal Sales Orders
You cannot copy from or to internal sales orders. To create new internal sales orders, you must import internal requisitions from Oracle Purchasing using OrderImport.
Copy Validation
For regular orders Oracle Order Entry/Shipping checks all of your data during the copy process and ensures that the data is accurate and valid. No validation is performed for return material authorizations.
Oracle Order Entry/Shipping checks for any invalid/inactive header or line level attributes. Errors can produce the following results:
- An inactive or invalid order cycle or currency code results in total copy failure and no order is copied.
- Item level errors or model configuration errors cause the line to fail and not copy, but the rest of the order is copied.
- Price adjustments are checked at the header and line level. Invalid price adjustments are deleted and the selling price is recalculated.
- Sales credits are checked at the header and line level. Invalid or inactive sales credits are deleted. Salespersons are deleted if their corresponding sales credits are invalid.
- All other attributes with errors are given a null value.
If an error occurs a warning message appears. Copy orders validation errors can be viewed in detail by running the Process Exception Report for the Copy Orders Validation program and the copied order number. See: Process Exception Report.
Note: An exception report is not generated if the result is total copy failure and no order is copied.
To copy an order or return:
1. Navigate to the Copy Orders window.
2. Enter the number order or return you want to copy.
Note: To find an order navigate to the Orders Summary window, find the order, then choose the Copy button to navigate to the Copy Orders window.
3. Enter the type and category of the order or return you are creating.
4. Indicate the information to include in the new order or return:
Order Level Information: Copies the order information (not including lines) to a new order. If you are copying to a return, you must check this option. When you copy to an order, this option is toggled on if you are copying from a return and toggled off if you are copying from another order.
Order Level Descriptive Flexfields: Copies the order descriptive flexfield information to the new order or return.
Order Lines: Copies all line information to the new order or return. This option is toggled on if you are copying from an order to a return or from a return to an order. This option is toggled off if you are copying from an order to another order or from a return to another return.
Order Line Descriptive Flexfields: Copies the line descriptive flexfield information to the new order lines or return lines.
Sales Credits: Copies the sales credit information to the new order or return. If you check this option and Order Level Information, Oracle Order Entry/Shipping copies the order or return sales credits. If you check this option and Order Lines, Oracle Order Entry/Shipping copies the line sales credits. This option is toggled on by default only if you are copying from an order to a return.
Notes: Copies the notes information to the new order or return. If you check this option and Order Level Information, Oracle Order Entry/Shipping copies the order or return notes. If you check this option and Order Lines Information, Oracle Order Entry/Shipping copies the line notes.
Existing Holds: Copies the holds currently applied on the original order or return to the new order or return. If you check this option and Order Level Information, Oracle Order Entry/Shipping copies the order or return holds. If you check this option and Order Lines Information, Oracle Order Entry/Shipping copies the line holds.
5. If copying to a return, navigate to the Return Attributes region and enter the following:
- Enter the reason why the customer is returning the item. A reason is required if you are including order lines.
- Enter the date you expect to receive the return. A date is required if you are including order lines.
- Enter the receiving warehouse. A receiving warehouse is required if you are including order lines.
- Optionally, enter shipment priority, inspection instructions, freight terms, freight carrier, and the FOB point.
Oracle Order Entry/Shipping copies the information you enter in the Inspection Instructions field to each return line to be transferred to Oracle Inventory.
6. Choose Copy to copy the order or return.
See Also
Oracle Order Entry/Shipping User Profile Options
Overview of Sales Orders
Overview of Returns
