Why:
Any existing workshop order, whether invoiced or not, can be copied to create a new workshop order. The Copy facility is designed to save keying time. All copied orders have a status of open, even if copied from an order with a different status (picked/printed, invoiced etc.). All details are copied from the original order.
Where:
Open the Workshop Order View, highlight the workshop order that you would like to copy, right-click and then select Copy to, or select Order > Copy to from the taskbar. This will display the Copy Order window.
How to Copy a Workshop Order:
In the Copy Order window there are selections for Salesperson and type of order to copy to, whether order or quotation, click OK to confirm the copy. The new workshop order will now be included in the list in the workshop order view.
All fields will be populated with information from the original order.
What else would you like to do?
Adding an Operation to a Workshop Order.
Adding Parts to a Workshop Order.
Related Topics:
Converting a Quotation into an Order.