This activity is used to copy a customer order. You can copy an
existing customer order instead of entering a new one by right-clicking and
clicking Copy Order in the customer order header. A dialog box is opened
when selecting this operation. You can fill the order number or keep it blank.
Wanted delivery date is set as the system date, Customer and the Currency will
be fetched from soruce customer order. Optionally, you can
alter the Wanted delivery date, Customer and Currency. Also, you can select
information to be copied as copy options. An additional history line will be created after
the creation of customer order header and each order line with details from where the order is copied and the list copy
options considered.
No Project related
information will be copied. Due to this the control type of the posting types
M103 or M104 (for project control type) should not
be mandatory type.
Reference, DOP Info and Access tabs information will not be copied. The custom fields are always to be copied, but, respective formula is copied when it has dependent fields which may not be copied (then the value of the is not copied)
These options are checked by default. Order lines with below
mentioned demand code & supply code combinations won’t be copied,
|
Supply code |
Demand code |
| Null | Int Purch Dir |
| Null | Int Purch Trans |
|
Invent Order |
Purchase Order |
|
Invent Order |
Distribution Order |
|
Component Repair Order |
Component Repair Exchange |
|
Component Repair Order |
Component Repair Order |
|
Maintenance Repair & Overhaul |
Work Order |
|
Maintenance Repair & Overhaul |
"Null" |
|
Service Order |
Work Order |
Order Lines and Rental Lines fetched to be copied will
have the demand code as NULL. Supply code gets the same value from its original
line except for the values Project, Project Delivery & Project Inventory. They
will be changed as:
-
Project >>
Non-Inventory
-
Project Delivery >>
Inventory Order
-
Project Inventory
>> Inventory Order
Price, discounts, tax details,
notes, document text and pre-postings are copied based on the selection of copy
options Price & Discount,
Tax Details, Notes, Document Text
and Pre Postings
described below.
No Project related information will be copied.
Warranty related information are copied regardless of the customer.
Commission
lines with
commission type Manual to be copied regardless of the customer.
Milestone and Stage
Billing lines are copied regardless of the Customer.
An additional history line
will be created after the line for new order creation with details from where
the order is copied.
This option is checked by default and it
gets unselected when the Customer is different on source and
destination customer orders.
Charged lines connected to part or rental lines that are
excluded from the copying list (depending on the supply code and demand code
combinations) will not be copied. All other charge lines having charge type “Other” will
be copied.
Charge lines having charge
type Freight and Pack Size are not copied and
are fetched based on the existence of the relevant freight price lists and pack
size price lists. Lines having the charge type Promotion are
not copied and are fetched after the promotion calculation. All charge lines are
copied with their original prices and discounts irrespective of the selection
of Price & Discount copy option.
This option is selected by default and it gets disabled when the Customer is different on source and destination customer orders.
Delivery and Document address ids of the customer order header, respective details of the Order Address tab and address details of the Part Lines & Rental Lines of the source customer order will be copied to the destination customer order.
Single occurrence address details will also be copied
only when the customer on the source and destination orders are same.
This option is selected by default and it
gets unselected when the Customer is different on source and
destination customer orders.
Data from the Delivery Information tab and delivery information relevant to Part Lines & Rental Lines of the source customer order will be copied to the destination customer order except the data that is automatically fetched during the processing of the customer order.
This option is selected by default and it
gets disabled when the Customer is different on source and
destination customer orders.
Data from the Misc Order Info tab and
Misc Order Info relevant to Part Lines & Rental Lines
of the source customer order will be copied to the destination customer order
except data that is automatically fetched during the processing of the customer
order. Cancellation Reason, Blocked Reason and
B2B Order will be null or unselected and, Created gets
the system date or will be re-fetched. Main Representative
always holds the logged in user.
This option is selected by default and it
gets unselected when the Customer is different on source and
destination customer orders.
Data from the Document Information tab
of the source customer order will be copied to the destination customer order.
Document Printed will
become unselected. External CO Label Notes and Internal
PO Label Notes will become null.
This option is selected by default and
gets unselected when the Customer is different on source and
destination customer orders.
All the details are copied.
Based on the copied data, relevant data will be filled automatically in the Access tab.
This option is unselected by default and it gets disabled when values of Currency or Use Price Incl Tax are different on source and destination customer orders.
When a customer order line is copied along with its prices; the ‘Price Source’ will become Copied. Field Price List No will be re-fetched and field Price Source ID will become ‘Null’.
If Price Incl. Tax is selected in Customer Order Header, Price incl. Tax/Curr in Part order lines and Rental order lines will be copied. Otherwise, Price/Curr will be copied. Source Price/Curr, Calc Char Price/Curr, Char Price/Curr, Provisional Price - check box, Price Freeze - check box, Tax Basis for FOC/Curr, Price Effective Date, Net Price and Free of Charge – check box will also be copied.
This copy option does not
affect the prices in the charge lines.
Additional Discount in
the order header is copied. Group
Discounts are not copied.
Line Discounts of the
source order line will be copied with all details except Discount
Source ID. Discount Source will be set to Manual.
This option is selected by default and it gets unselected when the Customer is different on source and destination customer orders.
Tax ID, Tax ID Validated Date, Tax Liability, Tax Paying Party for FOC, Use Price Incl Tax - check box, Taxable - check box, Tax Code, Tax Code Description, Tax Class, Tax Class Description, Tax Calculation Structure and Multiple Tax Lines - check box in customer order header, order lines, rental order lines and charge lines are copied along with this copy option.
This option is selected by default and it gets unselected when the Customer is different on source and destination customer orders.
All the pre postings details of customer order header,
part and rental order lines are copied except details related to projects.
This option is selected by default and it
gets unselected when the Customer is different on source and
destination customer orders.
All the
document text
entered in the customer order header, order lines
(including commissions) and rental order lines are
copied.
This option is selected by default and it
gets unselected when the Customer is different on source and
destination customer orders.
All the
Notes
entered in the customer order header, order lines (including stage billing and
commissions) and rental order lines are copied.
This option is selected by default and it
gets unselected when the Customer is different on source and
destination customer orders.
All the details are copied into the destination customer order.
A customer order has to be entered and saved.
Customer Order
Customer Orders
Copy Customer Order
Customer Order
Customer Orders
Copy Customer Order