How to create a new order from one or more existing orders in Sage 300 Order Entry

Steps:

Open Order Entry > O/E Transactions > Copy Orders.
- Note: You can also open this screen directly from the O/E Order Entry screen, by copying a posted order that is open in that screen. If you do this, information for the order being copied is automatically entered in the O/E Copy Orders screen.
Enter information about the source order(s).
1. In the From Customer Number field, enter the number of the customer whose order
  details you want to copy.
2. In the From Order Number and To Order Number fields, specify the range of existing
  orders from which to copy information.
3. Select an order type.
4. If the source orders are job related, select Job Related.
  - Note:
    - You can copy details from an active job-related order to a new order, but not to a new quote.
    - You can copy details from a job-related quote to a new quote.
5. If the source orders use project invoicing, select Project Invoicing.
Enter information about the customer for which you are creating the order.
1. In the To Customer Number field, enter the number of the customer for which you are
  creating the new order.
2. If the customers are different and have different tax groups, specify the tax group for the
  new order, or verify the default selection.
3. If the customers use different currencies, specify the price list to use for the details in the new order.
  - Note:
    - You can change prices for the new details after creating the order.
    - If the original order uses a currency with more decimal places than the new order, the program will display an error message if the order contains miscellaneous charges.
Click the Go button. Details from the order or orders you selected appear in the Copy Orders Detail table.
On the Copy Orders tab, enter information about the new order you are creating.
1. In the Order Number field, enter a number for the new order you will create, or leave the
  default value ***NEW*** in the field if you want Sage 300 to assign a new order number.
2. Enter the date for the order. For a future order, enter the date that the order becomes
  active.
3. If you want to place the new order on hold, select On Hold.
  - Note: If the customer account is on hold in Accounts Receivable, the order is
    automatically placed on hold. You can enter the order and post it, but you cannot ship items or produce an invoice for the order until you clear the customer’s on-hold status.
4. Select the type of order you want to create: Active, Future, Standing, or Quote. For
  more information about order types, see “Order Types ” (page 98).
5. Enter a description for the order.
6. Enter optional reference information for the order.
  - Note: The reference information you enter here appears in Accounts Receivable as
    the reference for the invoice. It may also appear in the General Ledger batch,
    depending on your system settings. For more information, see Accounts Receivable
    and General Ledger help.
7. If you use retainage accounting and are copying job-related orders, you can select this
  option to indicate that retainage applies to the order you are creating.
  - Note: The Retainage option is not available if you are copying orders that use project
    invoicing (where invoicing is handled through Project and Job Costing).
If the Optional Fields tab appears, enter information about the new order you are creating. For
more information, see “About Optional Fields” (page 75).
In the Copy Orders Detail table, select detail lines to include in the new order, and edit
information for each detail line as necessary. For more information about editing details, see “O/E Copy Orders Screen” (page 696).
- Note: If you need to assign serial or lot numbers to detail items, see “Allocating Serial
  Numbers or Lot Numbers to Items in Copied Orders ” (page 190).
Click Create to create the new order.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.