Consolidating the Current Sales Order With Another

Within Sales Order Entry, you can consolidate the current order with another order to create a separate, new order. To consolidate generations, see Order Generation Principles. In addition, the system automatically consolidates like items entered on a sales order when handling a bid.

The system notes the consolidation in the sales order maintenance log, such as Merged into S001700000.

Note: You cannot consolidate consignment orders with other orders. In addition, you cannot consolidate generations on a direct-through-stock order.

To consolidate the current sales order with another one:

Create or open a sales order and display the order's Body tab.
From the Edit Order menu, select Consolidate Orders to display the Consolidate Order window.

Select Consolidate to New Order.
In the Order field, enter the order number of the other order from which you want to consolidate, or press F10 to choose from a list of recent orders.
In the Copy All Lines field, choose one of the following:

Enter No if you want to consolidate only some line items onto a new order.
Enter Yes if you want to consolidate all line items onto a new order.

If you answered No to Copy All Lines in the previous step, in the Line Numbers field, press F10 to display the Line Item Selection window and select which line items you want to include.

In the Line Item Selection window, use the following methods to select each line item you want to consolidate onto a new sales order:

To...	Choose this menu option...
select line items based on their price line, buy line, description, or line item number	Selection > Select Criteria Use any of the following items to narrow down the line items that will be selected: In the Price Line field, enter a price line. In the Buy Line field, enter a buy line. In the Description field. enter keywords that must appear in the product description In the Line Items field, enter specific line item numbers. You can separate line item numbers with commas, or use a hyphen (-) to include a series of line items. For example, you could enter 1-5, 8, 9,10 to select line items 1, 2, 3, 4, 5, 8, 9, and 10.
select all line items	File > Select All
de-select all line items	Selection > Clear Selection

Save your changes and exit the Line Item Selection window to return to the Consolidate Order window. The line item numbers you selected display in the Line Numbers field.
In the Leave Items on Order field, enter Yes to retain the current order, or enter No to cancel the items on the current order. If you are copying all lines, the entire order will be cancelled.
Click OK to begin consolidating items onto a new order. The Sales Order Entry Body tab displays, with all consolidated items included.

To consolidate like items when converting to a bid:

From the System > System Files menu, select Control Maintenance.
In the search field, enter Consolidate Line Items and select Consolidate Line Items When Opening A Bid.
Change the entry to Yes, if not already selected.
Save your changes and exit the window.
Open the sales order you want to change to a bid.
Enter the line items, as needed, and click the Status tab.
If there are identical line items, the system prompts you to consolidate them into one line item.

Yes - Combines quantities into one line item on the order.
No - Keeps the line items separate. You may want to do this if you anticipate different ship vias or shipping dates for the individual line items. Selecting No keeps allows you to put them on separate generations.

Save your changes and exit the window.