Copy Sales Order (tdsls4201s000)

Use this session to copy a sales order or sales order lines, either from history or from active sales orders, to a new or existing sales order.

The conditions for copying an order are as follows:

  • Any checks that apply to the new order must be identical to those during order (line) entry.
  • The sold-to business partner of a return order cannot be changed.
  • Copying to a cost order is possible only if all the items on the original order are cost or service items, or both.
  • When the order’s blocking status is copied to a new sales order, the order's blocking status is reconsidered
  • Order lines with project items are copied. If a different customer is issued, the report contains a warning.
  • If product variants are not of the Standard Variant reference type, product variants are copied with the underlying data. The related sales order line is filled with the new line number.
  • When orders are copied from history, only invoiced orders are included.
  • The project or contract to which the order is linked must be active.
  • The item's unit must have a conversion factor.
  • The order series with collect orders cannot be copied.
Note: 
  • If the Prompt for Copy Templates check box is selected in the Sales Order Parameters (tdsls0100s400) session, copy templates are used in the copy sales order (line) process.
  • If the sales order contains a kit with a linked main item, the main item level is not included in the copying process.
  • If the Copy All Order Lines check box is cleared, click the Select Lines... button to mark the lines that you want to copy.

Field Information

Copy from History

If this check box is selected, only the sales orders from history are copied. If this check box is cleared, you can copy from active sales orders.

Copy Template

The copy template based on which sales order (line) data is copied.

Note: If you do not use copy templates, you can still copy sales orders and sales order lines in this session. In this case, LN uses a standard set of copy exceptions based on which order data is copied. These are the default copy exceptions that are linked to a template header when you define and save a template header in the Sales Order Copy Template - Exceptions (tdsls4690m000) session.

Default value

This field is defaulted from the Copy Template for Sales Orders field in either the Sales User Profiles (tdsls0139m000) session, the Sales Order Parameters (tdsls0100s400) session, or, if the sales order is a return order, from the Copy Template for Sales Return Orders field.

Sales Order

The source sales order number.

Sold-to Business Partner

The sold-to business partner of the source sales order.

Sales Office

The sales office of the source sales order.

Sales Order Type

The order type of the source sales order.

Sales Order

The target sales order number.

From this field you can access the following sessions:

  • First Free Numbers (tcmcs0150m000)
  • Sales Orders Overview (tdsls4505m000)
  • Sales Order Line - Linked Invoicing Information (tdsls4508m000)
Sold-to Business Partner

The sold-to business partner of the target sales order.

Sales Office

The sales office of the target sales order.

Sales Order Type

The order type of the target sales order.

Planned Delivery Date

The planned delivery date of the target sales order.

Copy Only Header

If this check box is selected, only the sales order header is copied.

Copy All Order Lines

If this check box is selected, all order lines or partial deliveries of the order are copied.

If this check box is cleared, click the Select Lines... button to mark the lines that you want to copy.

If this check box is selected, a report of all copied order (lines) and uncopied order (lines) with the reason for failure to copy is printed.

Unlink Invalid Contract

If the original order is linked to a contract that is no longer valid, you can either leave the contract field blank, or not copy the order.

If this check box is selected, the contract number is blank in the new order.

Use Delivered Quantities

If this check box is selected, and if the delivered quantity of a sales order line is filled, the delivered quantity is used to copy. If no delivered quantity exists, the ordered quantity of a sales order line is used to copy.

If this check box is cleared, the ordered quantity of a sales order line is used to copy.

Note: If you use a copy template, this field is not visible.
Calculate New Prices and Discounts

If this check box is selected, the prices and discounts are recalculated taking into account the data of the new order(line).

If this check box is cleared, the old prices are copied.

Note: 
  • If you use a copy template, this field is not visible.
  • If the order is a return order, the prices and discounts cannot be recalculated.
Find Default Revision

If this check box is selected, LN searches for a default revision code for the item.

If this check box is cleared, the revision code is adopted from the original order line.

Note: If you use a copy template, this field is not visible.
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