Copying Orders and Estimates

Use the Copy Orders and Estimates form to copy information from estimates or orders to other estimates or orders.

About the Copy Process

The following conditions exist for using the Copy Orders and Estimates activity:

• In general, these types of information are not copied:
  • Historical information that is specific to the original order and that does not apply to new orders, for example, accumulated values, effective date, and expiration date..
  • Calculated values such as sales tax that will be recalculated based on which lines are copied.
• When you copy from an estimate to an order, the system extracts the freight tax code and miscellaneous tax code fields from the corresponding fields on the Tax Systems form. When you copy an order to an order, however, the system copies the freight tax code and miscellaneous tax code fields from the order.
• When you copy from an estimate to an order, the system extracts the transaction nature, delivery terms, and process indicator fields from the Customers form. When you copy an order to an order, however, the system copies these fields from the order.
• When you copy from an estimate to an order, the system extracts the origin and commodity code fields from the item on the estimate. When you copy from an order to an order, however, the system copies these fields from the order.
• When you copy from an estimate, the system does not copy the non-inventory line items.
• If you copy blanket customer orders, the system does not copy the attached releases.
• When you copy a customer order, the system does not copy the value for Promotion Code, if one is specified.
• When you copy an estimate to a regular order, the system does not copy the Cust Quote field on the estimate to the Cust PO field on the regular order. When you copy from an estimate to another estimate, however, the Cust Quote field is copied.
• When you copy orders or estimates that contain commission distributions to a new order or estimate, the system copies those distributions to the new order or estimate. When you copy an order or estimate to another (already existing) order or estimate, the commission distribution records are not copied.
• When you copy orders and estimates that contain order level discounts, the system also copies those discounts.
• When you copy orders or estimates that include a kit, the value of the Print Kit Components on Customer Paperwork field is also copied. When copying an order to an order, this value comes from the original order. When copying an estimate to an order, this value comes from the Items form.
• When an order at the originating site is copied, the system also copies the lines to the other order. If these lines are for different shipping sites, the system connects to each shipping site and places the order header and order lines at each site. The system creates a copy of this order at the originating site. When estimates are copied, the site copying the order becomes the default originating site. The shipping site on each line also fills in with the name of the current site. If an order is copied by a site that is different than the originating site on the copied order header, the site that is copying the order becomes the originating site on the new order.
• The Taken By field defaults to the current user's initials.

NOTE: You cannot copy a regular customer order or estimate to a blanket order.

CAUTION: When you copy an estimate to an order for a customer that requires a letter of credit number, a warning message displays. Also, if you copy one customer order to another, any existing letter of credit number is not copied to the new customer order.

To Copy Orders and Estimates

1. In the From, field, specify the source or accept the default, Estimate Order. Options include:
   • Estimate Order
   • Customer Order
   • Blanket Order
   • History Order
2. Based on your From selection, specify one of these values:
   • Estimate Number - If you select Estimate Order, the system prompts you for a valid estimate order number.
   • Order Number - If you select Customer Order, the system prompts you for a valid customer order number.
   • Blanket Number - If you select Blanket Order, the system prompts you for a valid blanket order number.
   • History Number - If you select History, the system prompts you for a valid history order number.
3. In the Starting and Ending Line Numberfields, specify the first and last line numbers to copy, or accept the default from the order.
4. In the To field, specify the destination to which this estimate is to be copied. Destination options include:
   • Customer Order (default value)
   • Estimate Order
   • Blanket Order

   NOTE: If this field is left blank, the system creates a new order.

5. In the Option field, specify one of these options:
   • Insert a Range (default value)
   • Replace a Range
   • Delete and Then Insert a Range
6. Click Process.

Related Topics

Estimating Steps