Follow the steps below:
1) Create a new Sales Order with a default Sales Order.No. Enter the Customer Name
2) Click "Copy Document" from the below location
3) Fill the Information below:
| # | Field | Description |
|---|---|---|
| 1 | Document Type | Choose "Order" |
| 2 | Document.No | Choose the Sales Order that you want to copy from |
| 3 | Include Header | Copy the remaining Sales Header Information from the targeted Sales Order to the current Sales Order apart from the default information (after entering the customer name) E.g. Vendor.No / Vendor Name / Customer Order.No |
| 4 | Recalculate Lines | By turning on this button, system will recalculate the amounts on the lines based on the customer information on the new document header. *Turning on this button, if users have added / adjusted some fields in the orginal Sales Order Line apart from the default, E.g. Unit Price, Item Attributes, Packing, Final Destination, Stock Code, they cannot be copied to the new document. (Can only bring the default line information. E.g Item Card Details, Line Comment, Long Description) |
| 5 | Posting Date & Replace Posting Date | Posting Date / Document Date of the copied document After inputting the date user needs to turn on the button in point (6) |
| 6 | Replace Posting Date & Replace Document Date | Date set in point (5) to be replaced User can choose to replace it as Posting Date / Document Date *If users choose to replace posting date, document date must also be replaced *Users can only choose to replace document date |
4) Click "OK" and the Sales Line details will be brought to the new document