You can create a new order, quote or return by copying information from an existing order or return. Order Management provides the ability to copy an order or return at any phase in the order life flow including entering, booking, shipping, closed, and cancelled.
Note: When copying lines to a new order or return, the lines will be copied over with the original ordered quantity.
Multi-Select
The copy orders feature enables you to multi-select multiple order or return records. In addition, Order Management enables you to copy order lines from within an order or across orders to a new order or append them to an existing order.
Creation of Return Material Authorizations
If a customer returns items against an order, you can copy the order lines from the original order to create a return rather than creating a new RMA.
Copying Orders Across Operating Units
The Operating Unit LOV enables you to copy orders across operating units. By default, the operating unit of the source order is displayed in the Operating Unit LOV and if you do not change the value of the LOV, the copied order is created in the same operating unit as the source order. The Operating Unit LOV displays all the operating units that the user has access to. If you select a different operating unit, then all fields/boxes are cleared. Operating Unit sensitive fields such as Change Order Type To, Add Lines To, Get Header Level Info From, Change Line Type To, the existing order and quote lists display the data corresponding to the value in the operating unit field.
When you copy across operating units (customer sites), the copied order has the following default values from the source order: Item, Warehouse, Price List, Ship-To, Bill-To, Order Type.
If the validation fails for a mandatory field such as Order Type or Customer Location, or if the value of a non-mandatory field that fails validation cannot be cleared, then the copy fails, and the error messages display in the Process Messages window.
In a situation where the original sales order is in one operating unit and the RMA with it's reference is in another operating unit, the copy is not carried out. The following error message appears: The sales order line you are referencing cannot be returned.
Validation
Copy Orders ensures the same validation for your orders and lines as the Sales Order workbench. If any validation errors occur, Order Management displays the messages in the Messages window.
Note: You cannot copy or interface an order line having a price list with a currency code different from the existing or newly created order header's currency code. An error message will be displayed in the Process Messages window
Invalid Attributes
Order Management's copy orders feature supports creation of orders and order lines even when some of their attributes are invalid. This feature is to facilitate copying of outdated orders and order lines. The application will attempt to default invalid attributes.
Note: If the application cannot default a valid attribute then it is set to Null. If this occurs for a required attribute, and an attribute cannot be defaulted in, then the order or order line is not created. If any validation errors occur, Order Management displays the messages in the Process Messages window.
Attributes that you can change during copy
Order Management enables you to change the following attributes of the copied to order:
Order type
Line type for order lines
Pricing date for order lines
Note: You need to specify the order number for a copied order that requires manual numbering. In addition, specify the return reason code when copying an order line to a return line.
Multiple Order Copy
The box No of Copies enables you to specify how many copies you want for the original order. If you specify a number greater than 1, the box Display New Order After Copy is disabled, that is, you can open only one order after copying. You can specify 99 copies as the maximum number of copies in the No of Copies box.
Append Lines
You can copy lines from an existing order and append the lines to another order. In such a situation, you can default the header information from the current original order or specify a new order number that the header information should be defaulted from. The default value of the Get Header Level Info From field is the current order number that you are copying, you can change it if you wish to specify another order to copy the header information from.
Copy Lines
You can select a number of lines from an order and copy the lines to a new order. If you choose to copy the header level information from another source you need to select an order, from the Order Information tabbed region, in the Sales Orders window.
Copying Sets
If you have created a Ship, Arrival or Fulfillment set in your original order, the copy functionality will make that set available in the copied order. The sets will be copied from the original order provided the following boxes in the Copy Lines tab are selected: Ship/Arrival Sets and Fulfillment Sets. By default these boxes Ship/Arrival Sets and Fulfillment Sets are unchecked. If you select either or both of them, the sets from the original order will be copied to the new order(s). However if the Line Set field is null or blank, the value specified in the defaulting rule is used to populate the Line Set field in the copied order.
Copying lines to an existing order (Add Lines to: Existing Order) creates the line set if a set with same set name doesn't already exist, otherwise the line is added to the existing set in the same order.
Configurations
You can copy configuration information from one order to another. To copy all lines of a configuration, select all of the lines, then launch the Copy Orders window. If you select only the config item line, then it will be copied as an ATO item. An option line is copied as a standard item if you select the option line without selecting the model line. If you select a class line without selecting the model line the copy operation will fail. The included item lines will be copied over as standard items if you select the included item lines without selecting its parent line. Order Management supports this feature to facilitate the creation of order lines for spares.
The Copy functionality is used to create RMA against a Configuration with class and options. The item type on all RMA lines will be set to Standard. Such an RMA Order then cannot be copied back to Standard Order.
Note: You cannot copy an order which contains a solution based model for which one or more of the components have been cancelled. This is currently not supported, and you may receive the following error: Item &ITEM is selected more than once in this Configuration.
Service Lines
Order Management enables you to copy a product line and its service. You cannot copy a service line by itself.
Pricing
The Pricing tab enables you to specify whether the new order or order line is copied at the original pricing or is repriced. To reprice, you can specify the pricing date. If you choose to reprice the order or order line, manual discounts and charges are removed and automatic discounts and charges are recalculated. If you choose to retain original pricing, all discounts and charges are retained and the Calculate Price Flag is set to Freeze Price for order lines and Partial Price for return lines.
To retain the original price on RMA lines, when you create it using the Copy functionality or with reference to an existing sales order line, specify a price adjustment modifier in the OM: Price Adjustment Modifier for reference RMA profile. See: Order Management Profile Option Descriptions and Settings, Oracle Order Management Implementation Manual
Note: When the destination order type while copying an order is RMA, Order Management will set the Calculate Price Flag to P for the copied order lines even if the you specify At Original Price within the Pricing Options tab copy window.
Header Level Information
You can copy the header information without having to copy any lines. If you click Copy on the Sales Orders window at the header level, you have the option of copying all or none of the order lines. The header information for the new order will come from the order number specified in the Get Header Info From field. The order number defaults from the current order, however you can change it so specify that you want the order header information to be copied from another order.
Line Level Information
You can specify whether to copy all lines from a given order. For example, if a customer requests the same exact order twice within the same month, you can create a new order with the same order line information and re-price the order. If you click Copy on the Sales Orders window at the header level, you have the option of copying all or none of the order lines.
Access to Copied Order
You can maintain the copied order or order line when the original order is duplicated, without opening another window. Once you have copied an order, you can access the order using the Today's Orders node in the Order Organizer tree.
Alternatively, you can select the Display New Order After Copy box and the newly copied order will open in the Sales Orders window. Please note that if you have selected multiple copies, then the Display New Order After Copy box is disabled; you can display a newly created order if it is a single copy only. The value of the box is also dependent on the profile option OM: Display New Order After Copy. If the value of the profile option is set to Yes, then the box is checked by default. If the value of the profile option is set to No, then the box is unchecked by default.