When you replicate a sales or purchase order you are prompted to confirm if you want to replicate the order lines but not which lines to replicate. This new feature allows this option.
If enabled, then after replicating the order header the system will create a pick list for the order details. Subject to any criteria the system will presume all lines are to be replicated and you can either double-click a line or highlight line and click the SELECT button to toggle off/on whether you wish to replicate it.
Once ready click the GENERATE button to replicate the selected lines.
Application User Facilities
To enable the options for selective replication of details a new parameter has been added to the Order Processing Optional Features
Premier Installer users can update the parameters by right-clicking on the Order Entry option on the menu and choosing Configure Option before selecting Advanced Input Facilities and Optional Features.
Alternatively, users can select Installation from the main menu followed by Application Manager and Application User Facilities. Select the required Order Processing application and then Enter/Amend Orders, Advanced Input Facilities and Optional Features.
The options to configure the Replicate Order settings are on screen 3 of the Optional Features.The main parameter screen includes the parameter ‘Allow Replicate Order Header & Details’ – when set/confirmed a pop-up parameter screen allows additional configuration options.
Select Order Details – set to enable the selective order detail option. When set a option will be displayed for selection criteria.This allows you to preset which lines are pre-set to be replicated – you may for example not wish to include any lines from the source order which was issued at zero price.
Note that if any criteria set then lines that match the criteria will be set by default to be replicated but will still show in the list to toggle on/off, if no criteria set then all lines default to being replicated.
Article ID: 2375
Created On: Thu, Oct 24, 2024 at 11:04 AM
Last Updated On: Thu, Oct 24, 2024 at 11:06 AM
Online URL: https://kb.datafile.co.uk/article/order-entry-replicate-an-order-selective-details-2375.html