Copy lines between sales orders

The copy from all feature lets you copy sales order lines between sales orders. This feature is useful when you must create an order that is similar to an existing one.

1. Go to Sales and marketing > Sales orders > All sales orders.

2. Either create a new sales order or open an existing sales order that you want to copy lines to.

3. On the Action Pane, on the Sales order tab, in the Copy group, select From all.

4. In the Copy from all dialog, on the Parameters FastTab, set the following fields:

   • Quantity factor – Specify the factor that the quantity for the selected order lines should be increased or decreased by.
   • Invert sign – Specify whether inverted (negative) quantities should be created for the copied lines. Set this option to Yes to create a return order or a negative-quantity order by reversing the sign of the copied lines.
   • Copy charges – Specify whether order line charges should be copied. Set this option to Yes to include any additional charges from the original order lines and/or header. If the Copy order header option is also set to Yes, order header charges are also copied.
   • Recalculate price – Specify whether the net amount of the copied lines should be recalculated based on current prices and trade agreements. Set this option to Yes to recalculate the prices.
   • Copy precisely – Specify whether the copied lines should be exact copies of the selected lines. Exact copies include all order information, such as sales tax, ledger accounts, and dimensions. Set this option to Yes to retain all the original details without any modifications.
   • Delete order lines – Specify whether previously entered order lines for the current order should be deleted before the new lines are copied. Set this option to Yes to replace the existing order lines with the copied lines.
   • Copy order header – Specify whether information from the selected order header should be copied to the current order. Set this option to Yes to copy order header information together with the selected order. The header information includes customer details, delivery terms, and payment terms.

5. On the Sales orders FastTab, specify which order lines (and possibly header information) you want to copy.

   • In the Headers grid, find and select the sales order that you want to copy lines from. You can copy from only one order at a time.
   • In the Lines grid, select the checkbox for each line that you want to copy. To select all the lines at once, select the checkbox in Select all column for the order that you selected in the Header grid.

   Note

   You can use the other FastTabs on the page to copy other related records and fields in a similar way.

6. Select OK to close the dialog.

   The selected sales order lines (and possibly header information) are now copied to the current order.