Copy Customer Order Line

This document explains how one or several customer order lines are copied from one customer order to another. The instruction can be used during customer order entry or to add an order line to an entered order.

Outcome

One order line is copied from an existing customer order to the customer order that you are currently working with.

How the System Is Affected

One or several order lines are copied to a customer order. Information is copied according to settings in 'Settings - Customer Order Copying' (CRS731), but can be changed during copying.

Before you start

  • Prerequisites in Entering a Customer Order: Normal Order Entry must be met.
  • A customer order must be specified.
  • Settings for customer order copying must be specified in 'Settings - Customer Order Copying' (CRS731).
  • All values on the order line to be copied, must be valid for the order it is copied to.

Follow these steps

  1. Start 'Customer Order. Open' (OIS100).

  2. Select the customer order number to which the line should be copied, select option 15=Order line and 'Customer Order. Open Line' (OIS101) is displayed.

  3. Press F14=Copy and 'Customer Order. Copy' (OIS106/B) is displayed, including all entered order lines for the customer order you are working with.

  4. Press F13=Parameters and check the settings for which information that will be copied. Click 'Exit' after the information is monitored or changed.

  5. Specify the number of the order from which the line is copied in the 'Copy from CO' field. It is possible to copy order lines from the order you are specifying. In this case you can change warehouse. If you change the order number, click 'Next', to display the order lines for that order.

  6. Control and change, if necessary, the information for the order line to be copied.

    • Delivery date and time. Proposed values are retrieved from panel (OIS101).
    • Delivering warehouse can be changed either per line or for all lines. The general 'Warehouse' field, at the top of the panel, is prioritized if the two fields have different values.

  7. Copy one order line(s). You can either:

    • Highlight one order line and select 'Select'.
    • Press F14=Copy all, to copy all order lines from the order. A message is displayed confirming that the order line(s) is copied. The order line(s) is now added in the (OIS101) panel.

  8. Press Exit when you have finished copying order lines and 'Customer Order. Open Line' (OIS101) is displayed where all copied order lines are displayed.

  9. Check the line information copied. If necessary, change the information on the order line for the present customer order.

  10. Continue the order line entry or end the process.

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