Copy From (Sales Order Entry)

Copy From (Sales Order Entry) - Fields

Copy From

Select to copy from sales orders, sales order/quote history, or history invoices.

Order Type

Select the type of order to create.

Copy From Number

Enter the order number to copy, or click the Lookup button to list all order numbers.

A Lot/Serial Search button appears only if the Sales Order module is integrated with Inventory Management, Yes is selected in the Retain in Detail field in Accounts Receivable Options, and Invoice History is selected in the Copy From field. Click the Lot/Serial Search button to search for an invoice that contains a specific lot or serial number.

If Invoice History is selected in the Search for Invoice by Lot/Serial Number In field in Accounts Receivable Options, clicking the Lot/Serial Search button opens the Lot/Serial Number List lookup window. If Item History is selected in the Search for Invoice by Lot/Serial Number In field, the Lot/Serial Inquiry window opens when clicking the Lot/Serial Search button.

Copy Memos

Select this check box to copy memos from the existing sales orders/quotes, sales order/quote history, or accounts receivable invoice history.