To quickly create an order, use the Copy option in the context menu of an order and
copy the contents of the order. You can copy all items along with item templates and quantities
from the source order. This option isn't available for deliveries and truck load documents and
is only available for pre-orders.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
When you copy an order:
- The default creation date is the current date.
- Delivery date is set as the current date based on the order template setting.
- The order isn’t calculated.
- Manually updated values such as discounts are copied.
- Ordered items that belong to a valid selectable promotion are copied.
- Promotions that can be included in the promotion filter is determined based on the current
date. So the promotion filter for the source order and copied order can have different
promotion listings.
- The system shows the products from a refreshed or new promotion as presetting in the
copied order when opened.
The system doesn't copy these items:
- Attachments such as signature records and pricing information.
- Attribute set records.
- Preset values such as delivery recipient, payer, and wholesaler.
- Items that belong to invalid order item templates.
- Additional items that were available in the source order generated via advanced pricing
calculation; for example, free items.
- The Initiator, Responsible, and Owner users.
- Items that belong to a selectable promotion that's invalid.
- Items that are removed from a valid selectable promotion.
You can only copy orders based on the templates that:
- Have the creation platform as either Mobility or Both.
- Are valid.
- Have at least one user role assigned to the same user.
