Sales order copy

Use the copy function to copy the contents of an order or multiple orders to create a new order. You can copy an order to the same customer/ship to or a different one. Orders in all stages can be copied, even orders that have been canceled or invoiced.

This table shows some situations when you might use the Copy function:

If Then
You provided a quote to your customer and they accept it. Copy the Quote (QU) order to a Stock Order (SO).
Your customer has several ship tos and each is receiving the same shipment. Enter the order once and then copy it to the other ship tos.
Your customer placed an order last month and decides to reorder. Copy the order to a new order.
The cancel date expires and the order is canceled in Sales Entry Processing Invoice Report or Sales Entry Processing Cancel/Convert Orders Report. Then, your customer calls to accept the order.

Copy the canceled order to a new order.

A duplicate order is sent and the customer returns it or the majority of items. Copy the order to a return merchandise (RM) order and edit it as needed.
You have several orders or multiple lines on several orders. Copy those lines to create a new order.
Your customer returns product. Copy the Stock order (SO) to a Return Merchandise (RM) order.

You also can select specific lines to be copied to the new order in the Select orders section. If the order is a QU, you can only select lines if you choose to save the original quote. If you do not save the original QU, you cannot select individual lines to copy.

All the information on the new order is identical to the information on the original order, with a few exceptions. This information is recalculated if a different customer or ship to is specified on the new order:

  • Special price type discounts
  • Whole order discounts
  • Taxes
  • Disposition
  • Ship via
  • Payment information
  • Instructions
  • Freight in and out
  • Back orders
  • Substitutes
  • Terms
  • Sales Rep In and Out
  • Language
  • Special price/costing

Product surcharges are also recalculated based on the new customer’s product surcharge method and amount in Customer Setup. Product surcharges can also be set in SA Administrator Options-Products-Costs. If product surcharges are overridden on the original order, the surcharge is not copied to the new order. When an order containing rushed lines is copied, the lines on the new order are set as rushed, and the number of rush lines in the new order’s header is set to zero.

When you copy an order, the lines on the new order are validated against restrictions.

If a product on the original order required a restriction override, the override is not copied to the new order. A product that was restricted on the original order and required an override might not be restricted on the new order. For example, the product restriction might have expired. Conversely, a product that was not restricted on the original order may be restricted on the new order. For example, the geographical area in which the product is restricted may include the customer on the new order but did not include the customer on the old order. If products are restricted on the new order, those lines are omitted and the remaining lines are renumbered. The new line numbers are referenced in error messages. To include the restricted products on the new order, you must add them to the order in the maintain mode.

When you copy an order to a return merchandise (RM) order, the Taxable flag and associated Nontax Type are taken from the original order, instead of the Customer Setup or Customer Ship To Setup record. Additionally, RM orders that are created using the copy function are exempt from product restrictions.

When the new order is created, Product and Customer records are updated. The End of Day Cutoff, Saturday shipments, and Sunday shipments settings from the Product Warehouse Descriptions Setup record are used to calculate the requested ship date.

Copying and taxes

When you use the Copy function in Sales Order Entry, taxes are recalculated based on Customer Setup, Customer Ship To Setup, and Product Warehouse Descriptions Setup records except in these situations:

  • If the order is being copied to an RM type order
  • If a quote order is being copied to a sales order and if the quote is not being saved
  • If a blanket order is being copied to a blanket release order