684 Copy Sales Order

Purpose & Benefits
This function lets you copy an existing Sales Order to a new order. Not only can the new order be of a different type to the original order, but, unlike TAS, it can be for a different customer too.

The Copy Sales Order form looks like this:

  1. Enter the Sales Order number to be copied (or retrieve using F2 Lookup or via the standard Database Navigation keys). The order details are displayed in the Existing Details section.
  2. Choose the Customer Code the (new) Order should be copied to by entering (or locating) a Customer Code in the Customer Code field.
  3. Choose the Salesperson the order should be assigned to
  4. Choose the type the new Order should be created as (Quotation, Proforma, etc)
  5. Choose what happens it Products on the Order are Out of Stock (Make Negative or Put On Back Order)..

If the Sales Order is to be copied to a different customer then the delivery address will be set to the Customer’s Address.