Copy templates

You can use copy templates when copying sales orders (lines). A copy template specifies how order (line) data is copied and includes a standard set of copy exceptions.

Copy templates can be used when you do the following:

  • Copy existing orders to target orders in the Copy Sales Order (tdsls4201s000) session
  • Copy existing sales order lines to target order lines
  • Copy an original document's sales order lines to target order lines in the return order process

Copy exceptions can be sales order header or sales order line fields. If a field is not specified as a copy exception, it is automatically copied from the source order (line) to the target order (line).

Sales order header

For sales order header fields, specify these copying actions:

  • Prompt
    The selected field can be manually specified in the Copy Sales Orders - Prompts (tdsls4201s100) session. The default comes from the source order.
  • Retrieve Default
    A default value is retrieved based on standard defaulting logic.
  • Copy From...
    Only for date fields. Select which date must be copied to the target sales order.

Sales order line

For sales order line fields, specify the following copying actions:

  • Retrieve Default
    A default value is retrieved.
  • Copy From...
    Only for the Ordered Quantity field. Select which quantity must be copied to the target sales order line.
Using copy templates

Complete these steps:

Step 1.  Sales Order Parameters (tdsls0100s400)

In the Sales Order Parameters (tdsls0100s400) session, select the Prompt for Copy Templates check box.

Step 2.  Sales Order Copy Template - Exceptions (tdsls4690m000)

In the Sales Order Copy Template - Exceptions (tdsls4690m000) session:

  1. Specify a template header. Specify the template code and the effectivity period for the copy template.
  2. After you specified the template header, click Save. Several sales order header and sales order line copy exceptions are automatically linked.
  3. On the Header Exceptions tab, specify the copy exceptions, which refer to the Header Exceptions (tdsls4191m000) session.
  4. On the Line Exceptions tab, specify the copy exceptions, which refer to the Line Exceptions (tdsls4192m000) session.
Step 3.  Sales User Profiles (tdsls0139m000)/ Sales Order Parameters (tdsls0100s400)

In the Copy Template for Sales Orders and Copy Template for Sales Return Orders fields of the Sales User Profiles (tdsls0139m000) and Sales Order Parameters (tdsls0100s400) sessions, link a default copy template for sales orders and return orders.

Step 4.  Copy Sales Order (tdsls4201s000)

In the Copy Sales Order (tdsls4201s000) session, specify a Copy Template.

Step 5.  Copy Sales Orders - Prompts (tdsls4201s100)

After you click Copy in the Copy Sales Order (tdsls4201s000) session, the Copy Sales Orders - Prompts (tdsls4201s100) session is automatically started if you use a copy template that has Prompt as Copy Action for linked copy exceptions. The Copy Sales Orders - Prompts (tdsls4201s100) session is started only if the target sales order is a new sales order. If you copy to an existing target sales order, the prompts are not shown.

Pay attention to the values you specify in the fields, because the session does not run copying checks before you click Copy.

Important!

You can also copy sales orders and their lines in the Copy Sales Order (tdsls4201s000) session without using copy templates. A standard set of copy exceptions is then used based on which order data is copied. These are the default copy exceptions linked to a template header when you specify and save the header. See also step 2.

Note

You can print sales order copy templates with their copy exceptions and copy actions in the Print Sales Order Copy Templates (tdsls4490m000) session.