Operations Order Management - Copy an Order that has already been released to ERP

1. Navigate to "Orders"

   To copy an order that has been released to the ERP, navigate to the "Orders" section in the Operations Portal.

   

2. Select "Orders"

   Then, select "Orders". In order to access and view orders, you will need to be set up either as a "superuser" or "administrator" or have the roles of: "orderEdit", "orderView", and “dispatch”.

   

3. Search for the order

   Select the order you want to copy by typing the order number in the "Search" field.

   

4. Go to the details page of the order

   Click on the more details icon to go to the details page of the order.

   

5. Click "Copy Order"

   Click on the "Copy Order" icon.

   

6. You can copy the order to the same company

   The "Copy Order" dialog box will appear. By default, the company the order is currently on will be displayed in the "Company" field. You can copy the order to the same company.

   

7. Or, type in the company name or code you want to copy the order to

   Alternatively, you can copy the order to a different company. Remove the existing company name and enter the new company name or code where you want to copy the order.

   

8. Click "Location"

   Next, click in the "Location" field to view the ship-to addresses for that company.

   

9. Select the ship-to address from the options

   You can select the ship-to address from the options. You can also type to search for the ship-to address.

   

10. Click "Copy"

    Finally, click "Copy".

    

11. Check that the new order has been copied to the correct company.

    The new order will automatically populate. Check that the new order has been copied to the correct company.