Copying a Customer Order or Estimate with Configuration Information
To copy an order or estimate's configuration information to another order or estimate, you have two options:
- Use the menu option, if available, to copy an existing row on a form. Any configuration data that exists for the row is also copied.
- Use the Copy Orders and Estimates form to copy an existing order or estimate to a new or existing order or estimate.
When Is Configuration Information Copied With an Order/Estimate?
Configuration information for a line is always copied when the line is copied.
All the configuration information for an order or estimate (including configuration information for the header) is copied if one of these conditions is true:
- You use the menu option on the appropriate header form (Customer Orders, Customer Orders Quick Entry, Estimates, or Estimates Quick Entry).
- You copy all lines of an order to a new order on the Copy Orders and Estimates form.
- You copy all lines of an order to an existing order on the Copy Orders and Estimates form, and you delete all lines in the existing order. (Use the Option field to do this.)
Any attached documents that were generated through Infor CPQ are not copied. However, if you reconfigure a copied line item, any generated documents are attached after the configuration is complete.
If you copy a configuration that is on hold, the copy is also placed on hold.
Single-Site and Multi-Site Environments
In a single-site environment, cross-references to the database are automatically set up for copied configurations.
For multi-site environments where Infor CPQ is used, all sites use the same output database. Sites can share model databases, and items can be configured at one site and reconfigured at another site. If each site has its own model database, they must be kept in sync. Refer to the Infor CPQ documentation for additional information.