Copying Purchase Order Data to Other Order Types

You can copy purchase order data to other orders. This process lets you keep the order as is, but copy the information to a new type of order and not have to re-enter all the data again.

To copy purchase order data to another order:

1. Display the purchase order that you want to copy.

2. Use the Mode hot key.

3. Select one of the following:

• Copy to Sales Order Bid – Copies all data to a sales order bid.

• Copy to Purchase Order Bid – Copies all data to a purchase order bid. The information from the purchase order is generated to a new order. The order extension is now -Bid.

Note: All non-overridden prices to be recalculated during the copy process while maintaining manually overridden amounts.                  

• Copy to Transfer – Copies all data to a transfer.

4. The system populates the following fields. Update these fields as needed:

5. For sales and purchase orders.

   Field	Description
   Enter Price Branch	The branch from which the pricing information is being gathered.
   Enter Ship Branch	The branch from which the items are being shipped.
   Ship-From Same Ven? (Y/N)	Indicate if you want to use the same vendor for the purchase order bid as the transfer.
   Ship-To Same Cust? (Y/N)	Indicate if you want a different customer name on the bid.
   Ship-To Vendor/Customer	The vendor from whom you want to use for the bid. This field should be populated if you answer No to the Ship-From Same Ven? field.
   Gens to Copy	Indicate if you want to copy all generations of the order into the bid.
   Copy Original Prices?	Indicate if you want to copy the current pricing information. If you answer no, then the system uses the pricing information from the price branch as indicated in the Enter Price Branch field. Note: Pricing cannot be copied when copying a different order type to a purchase order bid.
   Copy Original Costs?	Indicate if you want to keep the original costs for the bid.
   Copy Original COGS?	Indicate if you want to keep the original cost-of-good-sold data for the bid.

6. For transfers.

   Field	Description
   Enter Prc Br	The pricing branch for which you want the transfer data.
   Enter Rcv Br	The receiving branch for which you want the transfer data and where the product should be received.
   Gens to Copy	The default is ALL. Change if you only want to copy purchase order data to one or more generations.

5. Use the Begin hot key.

6. Press Esc to exit the order body screen.

7. Enter freight terms, if prompted on the totals screen and press Esc.

8. Verify the status information on the status screen and press Esc.

See Also:

Copying Transfers to P/O Bids

POE Body Attributes

POE Header Attributes

POE Status Attributes

POE Totals Attributes