Copy Sales Orders

Save time. Copy a sales order that already exists instead of creating a new one.

Assume you have sales order 525874, and you need to copy it.

1. Go to the Order Management work area.

2. On the Overview page, search for and open sales order 525874.

3. On the Order page, click Actions > Copy.

4. In the Copy dialog, select the data that you want to copy.

   If you don't select any options, the copy action will copy the order header values and the order lines.

5. Click Create and Edit Order.

Order

Assume you have sales order 525874, and you need to copy it.

If You Enable This Option	Then Order Management
Additional information	Will copy all additional information from 525874's order header to the new order header's additional information.
Attachments	Will copy all attachments from 525874's order header to the new order header's attachments.

Order Lines

Use these options to specify whether to copy data from each line on order 525874 to a single line on the new order. For example, assume order 525874 has lines 1 and 2, line 1 has an attachment named MyAttachment, and line 2 doesn't have any attachments. If you enable the Attachments option, then Line 1 on the new order will have MyAttachment and line 2 won't have any attachments.

If You Enable This Option	Then Order Management
Additional information	Will copy the additional information from 525874's order line to the line in the new order.
Attachments	Will copy the attachment from 525874's order line to the line in the new order.
Billing Plan	Will copy the billing plan from 525874's order line to the line in the new order. The new line will include the billing frequency, such as one-time billing or recurring billing, from 525874's order line.
Unreferenced Return Line	Will copy details about each unreferenced return line from 525874 to the line in the new order. For details about unreferenced return lines, see Return Items Without Original Sales Order.

Pricing

If You Enable This Option	Then Order Management
Freeze Pricing and Shipping Charges	Won't reprice the new order. Instead, it will use the pricing from order 525874, including any manual price adjustment that you made on order 525874. The new order won't include price changes that happened since you created the copied order, such as a price increase or decrease. To update pricing on the new order, you can click Actions > Reprice Order.
Freeze Tax	Won't calculate tax on the new order. Instead, it will use the tax from order 525874. If you want to enable the Freeze Tax option, you must first enable the Freeze Pricing and Shipping Charges option.

Sales Credits

If You Enable This Option	Then Order Management
All	Will copy all the sales credits from order 525874 for all order lines, including credits that you have overridden on any of 525874's order lines.
None	Won't copy any sales credits from order 525874.
All Except Line Overrides	Will copy the sales credits from order 525874 for all order lines except for lines where you have overridden the credit.