Copy templatesYou 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 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:
Sales order line For sales order line fields, specify the following copying actions:
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:
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.
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