Copying and Pasting Products in Order Entry

Use the Order Entry Clipboard to copy and paste line items between sales orders. This is helpful when working with sales orders that often contain some of the same line items. You can add and remove items from the clipboard, and rearrange the items to suit your needs.

Each user has his or her own clipboard. This allows everyone to store their own frequently needed order items. For example, if your inside salespeople specialize in certain product lines or industries, each can store frequently ordered products on their clipboards.

To copy items to the OE clipboard:

Create or open a sales order and display the Body screen.
To copy, use one of the following keyboard shortcuts:

Use Ctrl-F3 to copy all line items.
Use Ctrl-F2 to copy the line item selected by your cursor position.

To view or manipulate line items, use one of the following keyboard shortcuts:
Use Ctrl-F5 to display the OE clipboard.
Use Ctrl-F4 to display the Line Item Selection screen. Use this screen to select which line items from the current order are included. Once selected, use a keyboard shortcut to copy the items to the OE clipboard.

In the Line Item Selection screen, do one of the following to select line items:

To...	Do this...
select individual line items	Place your cursor in the S field next to the line and press the Spacebar.
select all line items on the order	Use the All hot key.

Note: To deselect a line item, position your cursor next to it in the S field and either press the Spacebar or use the Clear Select hot key.

To paste items from the OE clipboard:

Create or open a sales order and display the Body screen.
Use the Ctrl-F5 keyboard shortcut to display the OE clipboard.
Use hot keys, as needed.

To...	Use this hot key...
select a line item	Select Access the hot key, and then position the cursor on the line item and press Enter.
select all line items	Select All
deselect one line item	Deselect Access the hot key, and then position the cursor on the line item and press Enter.
deselect all line items	Deselect All
paste the selected item, but leave the item on the OE clipboard	Paste
paste the selected item, and remove the item from the OE clipboard	Paste & Remove
clear selected items from the OE clipboard	Clear Confirm when prompted.
find a product	Fnd Enter a product description, or partial description, to display the Product Primary Index. Or, press F10 to choose from the User Quick Access List. If the product is found on the OE clipboard, the cursor moves there.
rearrange the OE clipboard	Move Access the hot key with the item selected, and then reposition the cursor and press Enter to move the item to a new position. Use line numbers for reference.
resort the OE clipboard	Srt Sort items by Description, Order ID, Price Line, and so on. Press F10 for a list.
drill down and view the item's original order	View If you select the product for viewing, the hot key allows you to open such screens as Inventory Inquiry, Future Ledger, and Product Maintenance.
add items from other orders to the OE clipboard	Add Order When prompted, enter an Order ID; or an Entity, such as a customer. Then select an Order ID from the list. When the Line Item Selection screen displays, select the items and press Esc to add them.

Upon pasting items to the order's Body screen, if prompted, specify whether to use the items' last costs and prices, or the current costs and prices. If you are overriding any amounts, such as using a lower cost, you may also be prompted to enter a Cost Override Code for the items. Specify whether to:
Use Last COGS.
Use Last Price.

Continue processing the order as usual.

Keyboard Shortcuts for the Order Entry Clipboard

Use these keyboard shortcuts for the clipboard features:

Shortcut	Function
Ctrl-F5	Opens the OE clipboard to view the currently selected items.
Ctrl-F4	Opens the Line Item Selection screen. Use to select individual line items from current order. Once selected, you can use a keyboard shortcut to copy the items to the OE clipboard.
Ctrl-F3	Copies all line items on current order to OE clipboard.
Ctrl-F2	Copies the selected line item to OE clipboard.