Copy templates

Copy templates can be used when you copy:

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

Sales order header

For sales order header fields, you can specify these copying actions:

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

Sales order line

For sales order line fields, you can specify these copying actions:

• Retrieve Default
  A default value is retrieved.
• Copy From...
  The quantity that must be copied to the target sales order line. This is only applicable for the Ordered Quantity field.
• Copy From Original
  The components that are linked to the source order line are copied to the target order line. This is only applicable for Component Lines.

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

2. 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. Click Save. By default, several sales order header and sales order line copy exceptions are linked.
   3. On the Header Exceptions tab, specify the copy exceptions of the Header Exceptions (tdsls4191m000) session.
   4. On the Line Exceptions tab, specify the copy exceptions of the Line Exceptions (tdsls4192m000) session.
3. 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.
4. In the Copy Sales Order (tdsls4201s000) session, specify a copy template.

5. The Copy Sales Orders - Prompts (tdsls4201s100) session is automatically started when you click Copy in the Copy Sales Order (tdsls4201s000) session and if a copy template is used in which the value of the Copy Action field is set to Prompt for the linked copy exceptions.

   Note

   • This 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 displayed.
   • Recheck the values you specify in the fields, because the session does not run a check prior to the execution of the Copy action.