Copying Large Sales Orders

The topic discusses how to copy large sales orders and large order lines.

Page Name

Definition Name

Usage

Select Order to Copy Page

ORD_COPY_SELECTION

Use this page to run the Copy Sales Order/Quote process to copy large sales orders or quotations into a new sales order.

Select Order Lines to Copy Page

ORD_COPYLN_SELECT

Use this page to run the Copy Sales Order/Quote process to copy large sales orders or quotation lines into a new sales order.

Use the Select Order to Copy page (ORD_COPY_SELECTION) to use this page to run the Copy Sales Order/Quote process to copy large sales orders or quotations into a new sales order.

Navigation:

Order Management > Quotes and Orders > Process Orders > Sales Order/Quote Copy > Order Copy

Note: If you attempt to use the Select Order to Copy page from the header menu on the order entry form and either the line maximum or schedules per line maximum is exceeded for the order or quote, you are directed to use the Sales Order/Quote Copy process (ORD_COPY) to copy the order.

This example illustrates the fields and controls on the Select Order to Copy page. You can find definitions for the fields and controls later on this page.

Select Order to Copy page

Field or Control

Description

Copy to Order Type

Select a new order type. This applies when copying from a quote to a sales order.

Selection Criteria

Enter values to search for the orders to copy.

Run Order Completion and Run Hold Checking and Run Credit Checking and Run Populate Demand and Run Reservations

Select the additional processes to run after the Order Copy process is run.

Note: Any processes selected execute in the order displayed and run as part of this process.

Use the Select Order Lines to Copy page (ORD_COPYLN_SELECT) to use this page to run the Copy Sales Order/Quote process to copy large sales orders or quotation lines into a new sales order.

Navigation:

Order Management > Quotes and Orders > Process Orders > Sales Order/Quote Copy > Order Lines to Copy

Note: If this page is not accessed, all eligible lines are copied.

Field or Control

Description

Select All

Select individual lines or use the link to select all of the lines to copy.