Copy templates

You 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:

  • 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.

Using copy templates

  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.

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

Note: 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.