| Copy templatesYou can use copy templates when copying sales
orders (lines). A copy template is used to specify how order (line) data is
copied. The template includes a standard set of copy exceptions. 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
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, you can specify these copying
actions: 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.
Using copy templates - In the Sales Order Parameters (tdsls0100s400) session, select the Prompt for Copy Templates check box.
-
In the Sales Order Copy Template - Exceptions (tdsls4690m000) session: - Specify a template header. Specify the template code and
the effectivity period for the Copy Template.
- Click Save. By default, several sales order header
and sales order line copy exceptions are linked.
- On the Header Exceptions tab, specify the
copy exceptions of the Header Exceptions (tdsls4191m000) session.
- On the Line Exceptions tab, specify the
copy exceptions of the Line Exceptions (tdsls4192m000) session.
- 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.
- In the Copy Sales Order (tdsls4201s000) session, specify a copy template.
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.
You can print the sales order copy templates
with the copy exceptions and copy actions using the Print Sales Order Copy Templates (tdsls4490m000) session. Important! You can also copy sales orders and the related
lines in the Copy Sales Order (tdsls4201s000) session without using copy templates. A
standard set of copy exceptions is used, based on which the order data is
copied. These are the default copy exceptions linked to a template header when
you specify and save the header data. See step 2. | |