Copying Sales Order Information
You can avoid repetitive data entry by copying an existing quote or sales order header, line, or schedule that is similar to the one that you want to create.
At the header level, use the Copy Sales Order/Quote link from the Header menu on the Order Entry Form page to select the order that you want to copy. You can also copy lines after selecting an order.
Note: Canceled orders, quotes, expired quotes, and quotes with active holds cannot be copied.
At the line level, you click the Copy Order Line button after selecting the number of lines to copy in the Order Lines region of the Order Entry Form page. This copies lines from within the existing order. You can also copy lines from purchase history by clicking the product ID in the Purchase History region of the Order Entry Form page.
At the schedule level, you can insert a row on the Shipment Schedule page to create a schedule identical to the current schedule, with the exception of the quantity. The system automatically calculates the difference between the line quantity and the total quantity of any existing schedules and populates the quantity field on the new schedule with an amount equal to that difference. Before you can use this copy function when you create additional schedules, change the value in this field to reflect the single schedule quantity.
You can also click the Copy Schedule link from the Schedule menu on the Shipment Schedules page to create recurring schedules on the Copy Schedule page. In one step, you can create hourly, daily, weekly, monthly, or quarterly schedules. The value in the Quantity Scheduled field on the Shipment Schedules page is automatically populated using the line quantity. When you create additional schedules, before you can use the copy function, change the value in this field to reflect the single schedule quantity. For example, suppose you have an order quantity of 120 widgets on the line, and you want to schedule 10 widgets for delivery once a month for the next 12 months. The quantity scheduled appears by default as 120; change the value in this field to 10. Specify the shipment frequency on the Copy Schedule page. Indicate how many additional schedules to create. In the widget example, you would create 11, in addition to the one already automatically created for the order line. Click the Copy Schedule button to have the system create the designated number of schedules and return to the Shipment Schedules page.
For single ship sales orders, you will not be allowed to create interval shipping schedules. An error message will be displayed if you try to copy schedules for a single ship order. Only No Interval option will be available for a single ship order on the Copy Schedule page. If this option is used for a non-single ship order, it will create schedule copies with the same dates as the original schedule.
Note: If you are chunking large sales orders and you have exceeded the maximum defined at installation, you receive a message directing you to copy the order in the background using the Copy Sales Order/Quote process (OM_ORDCOPY).
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Select Order to Copy Page |
ORDENT_SOLDTO_VW |
Copy sales orders or quotes or view orders for a sold-to customer. The results grid does not display orders or replacement orders that originated from PeopleSoft Contracts (source code 'CA' or 'RCA'). These orders cannot be copied. |
|
Select Order Lines to Copy Page |
ORDENT_SOLDTO_LINE |
View or select lines to copy. |
|
Copy Schedule Page |
ORDENT_SCH_COPY |
Copy one or more schedules of the order line. |
If an entire quote is copied, then the total order discount of the quote will be copied along with the pricing and adjustments of the individual line. If only a portion of the quote is copied, the total order adjustments are not copied. Reprice the order to recalculate the adjustments.
Header Level
|
Information |
Copy from a Sales Order to a Sales Order |
Copy from a Quote to a Sales Order |
|---|---|---|
|
Order number |
No. You must assign a sales order number to the new sales order. |
No. You must assign a sales order number to the new sales order. |
|
Order date |
No. The default value is the current date. |
No. The default value is the current date. |
|
Order Owner |
No |
No |
|
Header order status |
The default value is Open. |
No. The default is Open |
|
Sold to customer ID |
Yes |
Yes |
|
Quote number |
No, only used on Quote. |
Yes |
|
Buying agreement ID |
Yes |
Yes |
|
Order group |
Yes |
No. Enter the order group for the sales order. |
|
Order source |
Yes |
Yes |
|
Customer purchase order |
Yes |
Yes |
|
Requested arrival date and time |
Yes, but this value is reset to the current date if the date on the copied header is in the past. |
Yes, but this value is reset to the current date if the date on the copied header is in the past. |
|
Payment method |
Yes |
Yes |
|
Bill to information |
Yes |
Yes |
|
Ship to information |
Yes |
Yes |
|
Header commission information |
No |
Yes |
|
Header hold |
No |
No |
|
Header notes |
No |
Yes |
|
Header attachments |
No |
Yes |
|
Header user reference |
No |
Yes |
|
Header sold to address override |
Yes |
Yes |
|
Header ship-to address override |
Yes |
Yes |
|
Header level price adjustments |
No |
Yes if all lines from the quote are copied, Otherwise no. |
|
Deliveries and freight charges |
No |
Yes if all lines from the quote are copied, Otherwise no. |
|
Tax Transaction Type |
Yes |
Yes |
|
Custom Field |
Yes |
Yes |
Line
|
Information |
Copy from a Sales Order to a Sales Order |
Copy from a Quote to a Sales Order |
|---|---|---|
|
Line status |
Yes, unless the original is closed, then the new status is open. |
As on quote. |
|
Product ID |
Yes |
Yes |
|
Order group |
Populated from the order header. |
Populated from the order header. |
|
UOM |
Yes |
Yes |
|
Quantity |
Yes |
Yes |
|
Ship from Inventory business unit |
No |
Yes |
|
Pick-Up |
Yes |
Yes |
|
Pick Up Quantity |
Yes |
No |
|
Request ship date and time |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
|
Requested arrival date/time |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
|
Scheduled ship date and time |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
|
Scheduled arrival date and time |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
Yes, but this value is reset to the current date if the date on the copied line is in the past. |
|
Reservation backorder rules |
No, they will be recalculated. |
Yes |
|
Pricing information |
No |
Yes |
|
Ship to information |
Yes |
Yes |
|
Line hold |
No |
No |
|
Line notes |
No |
Yes |
|
Line attachments |
No |
Yes |
|
Line user reference |
No |
Yes |
|
Line ship-to address override |
Yes |
Yes |
|
Configurator header |
Yes |
Yes |
|
Configurator detail |
Yes |
Yes |
|
Tax Transaction Type |
Yes |
Yes |
|
Benefit ID |
Yes |
Yes |
|
Excise Duty |
No, will be recalculated |
Yes |
|
Sales Tax |
No, will be recalculated |
Yes |
|
UPC |
Yes, rederived |
Yes |
|
UPN |
Yes, rederived |
Yes |
|
Custom Field |
Yes |
Yes |
Schedule
|
Information |
Copy from a Sales Order to a Sales Order |
Copy from a Quote to a Sales Order |
|---|---|---|
|
Multiple Schedules |
No |
Yes |
|
Pricing Information |
No |
Yes |
|
Ship to customer information |
No |
Yes |
|
Shipping information |
No |
Yes |
|
Schedule commission information |
No |
Yes |
|
Request ship date and time |
No |
Yes, this value is reset to the current date if the date on the copied schedule is in the past. |
|
Reservation backorder rules |
No |
Yes |
|
Schedule notes |
No |
Yes |
|
Schedule attachments |
No |
Yes |
|
Schedule ship-to address override |
No |
Yes |
|
Distribution accounts |
Yes, only if the original order had a single schedule. |
No. These accounts are recalculated because of the potential change in the line order group. |
|
Schedule hold |
No |
No |
|
Schedule user reference |
No |
Yes |
|
Tax Transaction Type |
No |
Yes |
|
Delivery ID |
No |
Yes |
Information Copied from Product Purchase History
The product ID, quantity, and unit of measure are copied. The remaining fields are populated as if they were entered manually.