This panel is used for copying a purchase order into a new order, or copying a purchase suggestion to an order.
When copying, checks are continuously performed, whereby the user is informed of any lines that the system cannot process. If there is erroneous information or information that needs to be added, the panel containing the information is presented, highlighting the information.
This copy function takes a short while for completion because the program must rebuild the order header, verify/control/update the order lines in, e.g. the time axis, and then copy the new order into the Order file.
By setting the applicable fields to YES or NO on the bottom of the copy panel, the order may be updated with the new prices and/or the maintenance panel for the order will be presented after the copying is completed.
Copy from
Enter, in the fields below, the information concerning the document from which you wish to copy.
- Order number
- Enter the order number of the purchase order that you wish to copy.
- Suggestion number
- Enter the purchase suggestion number you want to copy into a purchase order.
Copy to
Enter, in the fields below, information concerning the document to which you wish to copy.
- Handler
- Enter a code from the Signature table. If nothing is entered, the handler from the source being copied is retrieved.
- Copy text
- Indicate if you want to copy any existing text from the source order.
- Retrieve notes
- Indicate if you want to copy notes from the Work with notes file which will become order text for the order.
- Order number
- Normally this field is left blank to let the system pick the next available order number from the Number series table. If you enter an order number manually, the number has to be a number outside the range of the number series.
- Supplier
- Enter the complete supplier number, or alias. If nothing is entered, the supplier number from the source being copied is retrieved.
- Order type
- Enter a code from the Purchase order type table. If nothing is entered, the order type from the source being copied is retrieved. Note: If you copy from a purchase suggestion, this field has to be completed.
- Warehouse
- Enter a code from the Warehouse table. If nothing is entered, the warehouse number from the source being copied is retrieved.
- Currency
- Enter a code from the Currency table indicating the currency in which the order is to be displayed. If nothing is entered, the currency code from the source being copied is retrieved. An exchange rate for the period and level specified in the DIS control file must, however, exist in the Exchange rate table. Otherwise a message will be displayed.
- Transport time
- Enter the number of days allocated for the transport of the order from supplier to our warehouse. If nothing is entered, the number of days from the source being copied is retrieved.
If a value is not entered, the dispatch date from the order, that is currently being copied, is retrieved.
- Calculate disp date
- Indicate if the dispatch date should be calculated. If you set this field to YES, there are two alternatives when determining the calculation of the dispatch date. These include:
- If set to YES, and nothing was entered in the Dispatch date field above, the actual dispatch date will be calculated according to the following formula:
Todays date + lead time on item
Any transport time in days entered in the Transport time field above, or from the copied purchase order, or Supplier transport time table will be added to the dispatch date to calculate the arrival time.
- If set to YES, along with an entered Dispatch date above, the dispatch date is calculated according to alternative 1 above. The calculated dispatch date is then compared to the entered dispatch date.
If the calculated dispatch date has a later date than the entered dispatch date, the calculated dispatch date will be used. If, however, the calculated dispatch date has an earlier date than the entered dispatch date, the system will send a warning message, telling you that the entered dispatch date deviates from the calculated dispatch date.
If set to NO, but a dispatch date was entered in the Dispatch date field above, the entered dispatch date will be used for all item lines. If, however, the dispatch date was not entered, the dates of the Copy from item lines are used.
- Cost centre
- This field is only displayed if the cost centre handling function is activated and is a mandatory entry. The cost centre handling function is only used for external orders. There are two predefined values that can be defaulted to this field:
- If a cost centre has been defined in the Signature table (for the user that is entering the purchase order) it will be defaulted to this field.
- If a cost centre has been defined for the supplier in the Business partner file (A/P basic data panel) it will be defaulted to this field.
Note: If a cost centre has been defined in both the Signature table and the Business partner file the default value will be taken from the Signature table. If no value is defaulted, enter a code indicating the cost centre to assign to the purchase order. Note: A security check will be performed to verify if the user is authorized to enter the cost centre.
- Get new prices
- Indicate if new prices should be retrieved and updated on the order. If Supplier or Currency was entered, this field must be set to YES.
- Maintain new order
- Indicate if you want to access the order after the copying has been completed. Note: If the supplier entered on this panel is a fictitious supplier, this field must be set to YES, since you probably have to change the address for the supplier. Note: This field must be set to YES if any of the following fields are set to YES in the Purchase order type table, for the order you are copying to:
- Pre-accounting
- Attest control
- Limit control