Copying a sales order

Use these instructions to create a new order by copying an existing order in Sales Order Entry.

  1. Select Sales > Entry > Order.
  2. Click Copy.
    Note: If you select the Do Not Download Scrap Returns option in the SA Administrator Options-Logistics-WL Options and the entire sales order that you copy is comprised of return lines where the Return Type reason code is set to Scrap, an error message is displayed. It indicates that the order cannot be processed in TWL because all lines are Scrap returns.
  3. In the Order # to Process field, specify the order number to copy.
  4. In the Convert To field, select an order type for the new order.

    If you select Return Merchandise, specify a return adjust reason.

  5. Click Continue.
  6. Specify the information that is required for the new order.
  7. Click Select Lines.
  8. Select or clear the Copy? option in the grid to include or exclude a line on the new order.

    To select or clear all order lines simultaneously, select Copy All Lines or Copy No Lines from the Change Line Copy Status menu.

  9. If the order contains lines that are direct orders, click Convert Direct Order Lines to change them to regular lines.

    The back order status of each line depends on the Allow Back Order status of the original order.

  10. Click Submit to save your line selections.
  11. Click Submit to create the new order.
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