Copying Orders and Estimates

To copy information from estimates or orders to other estimates or orders, perform these steps:

  1. Open the Copy Orders and Estimates form.
  2. In the From field, specify the source or accept the default, Estimate Order. Options include:
    • Estimate Order
    • Customer Order
    • Blanket Order
    • History Order
  3. Based on your From selection, specify one of these values:
    • Estimate Number: If you select Estimate Order, the system prompts you for a valid estimate order number.
    • Order Number: If you select Customer Order, the system prompts you for a valid customer order number.
    • Blanket Number: If you select Blanket Order, the system prompts you for a valid blanket order number.
    • History Number: If you select History, the system prompts you for a valid history order number.
  4. In the Starting and Ending Line Number fields, specify the first and last line numbers to copy, or accept the default from the order.
  5. In the To field, specify the destination to which this estimate is to be copied. Destination options include:
    • Customer Order (default value)
    • Estimate Order
    • Blanket Order
    Note:  If this field is left blank, the system creates a new order.
  6. In the Option field, specify one of these options:
    • Insert a Range (default value)
    • Replace a Range
    • Delete and Then Insert a Range
  7. Click Process.
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