The REPLICATE option allows you to copy one order to another – useful when customers have a standing order.Once the order is copied then the system allows you to amend the header and details, adding new lines to the order and deleting or changing existing lines.
Selecting the REPLICATE option asks for the order you wish to copy - <F4-Select> is available – once selected the account code from the original order is offered for you to accept or amend as required. After confirming the new order reference the order header screen is shown and you can accept/amend details as required.
On SAVE of the order header the system prompts to replicate
the details – respond as required – you are then taken into the detail entry
screen for you to add and amend the details as required.
Notes
By default the pricing from the original order is retained on the replicated order. Diamond and Premier users can set a parameter within the Application User Facilities to refresh the sales prices on replicate.
In addition Diamond and Premier users can define copy items from one order to another so they can see – for example – the original order reference on the new order.
Article ID: 1423
Created On: Tue, Jul 3, 2012 at 1:36 PM
Last Updated On: Wed, Jun 14, 2023 at 5:13 PM
Online URL: https://kb.datafile.co.uk/article/replicate-â€-copy-a-order-excluding-compact-1423.html