Copy a sales order

You can create a new sales order by copying an existing order, and then amend the new order as required.

• The order number, dates, and order payment details are not copied.

• If the order has any analysis codes that are set to Get default value from customer code, the analysis code values will change if you choose a different customer.

• If you are copying an order with project analysis, this is copied unless the status on the project or project item(s) has changed since they were used on the original order, and they are no longer valid. In this case, the project analysis is removed.

To copy an order

Open: Sales Order Processing > Sales Orders > Enter New Order - Full.

1. Select Copy Order.

2. Select the order number you want to copy, or select Find to search for the order.

3. The customer account details from the original order are displayed.

   • If you want to create the new order for a different customer, select the new customer.

     Note: If you select a customer that is on hold, you must select another customer for the order.

4. If you also want to copy all prices and discounts from the order, select Copy sales order prices and discounts.

   Note: You can't select this option if the customer account currency of the new order is different to the currency used in the original order.

5. Select OK.

   The order details are displayed.

6. Continue to amend the order as required.

   You can change the existing details as well as add or remove items from the order.