Copy Sales Order Information

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Sales orders and price quotes can be copied from an existing sales order, sales order/quote history, or accounts receivable invoice history.

If you enter a Sage CRM customer number and opportunity in the new order or quote and then copy a Sage CRM sales order or customer quote, only the line information is copied from the source document. Pricing and taxes are recalculated for the current order or quote based on the customer and tax code in the header information. The customer number and opportunity cannot be changed after the source document is copied.

If you do not enter a Sage CRM customer number and opportunity in the new order or quote, and you then copy a Sage CRM sales order or customer quote, all information is copied from the source document. The customer number and opportunity cannot be changed after the source document is copied.

Note Sage CRM prospect quotes cannot be copied.

 

To copy sales order information

  1. Select Sales Order Main menu > Sales Order Entry.

  2. Click the Next Order No. button at the Order Number field to assign the next automatic sales order number. For more information, see Sales Order Entry - Fields.

  3. Click Copy From.

  4. In the Copy From window, in the Copy From field, select Sales Order, Sales Order/Quote History, or Invoice History. For more information, see Copy From - Fields.

  5. In the Order Type field, select the type of sales order or price quote being entered.

  1. In the Copy from Number field, select the order or invoice number to copy. Click OK.

  2. In Sales Order Entry, make the appropriate selections, and click Accept.

The sales information is copied to the new sales order or price quote.