The Copy to offer or Copy to order process makes it quick and easy to copy sales offers or sales orders to new offers or orders. When you use this process, you do not have to manually enter all data for a new sales offer or order if it is similar to an existing offer or order. You can copy entire sales offers, including underlying sales lines, as well as the shipping schedule, periods, etcetera, if required.
The copying options include:
Copy sales lines
Copy (main) shipping schedule
Include linked production files, including the production calculation by selecting Preliminary costing. If there are multiple levels, also underlying production files are included. Where applicable, specify the correct start status for the new production files, for example when you copy data from an order that has already been delivered.
Specify the price action and whether the pricing data must be copied. If you leave the 'Copy from sales line(s)' check box empty, the price data will be recalculated automatically based on the new offer data.
Control the routing and status of a new sales line.
Please note:
With the exception of the fields on this form and some non-editable data, the offer or order and the sales line are copied in full. After having copied the offer or order, you are recommended to check the correctness of all data. This is because not all data are relevant. Examples are reference objects, target objects, cost-plus invoicing, and service contracts.
Sums are converted based on the currencies of the new offer or order.
The shipping date is copied by default. You can change it in the new offer or order.