Using the Copy Orders function of Sage ERP Accpac Order Entry
Posted by Plus Sales on Fri, Jul 23, 2010 @ 11:39 AM
by Brian Morris, brian@plus.ca
One of the more frustrating tasks for the average Accpac user occurs when they are presented with a multi-line order, which needs to be rekeyed on a regular basis. Not only does this waste a lot of time in the sales/order entry departments, but it can potentially lead to errors on subsequent orders. There a few methods of automating this process, but let’s first consider the most basic approach: the copy orders function.
In the example above, the OE clerk has just posted a complicated order for ACME Plumbing, with different comments attached to various line items. If another customer then places a similar order to the one just created, the Copy Order function would be used. To run this feature, click on the icon found in the O/E Transactions folder of Order Entry, as in the image below.
On the screen that pops up, you need to enter the Customer Number of the client you want to copy from and to (in the case of a repeat order for the same client, this number could be identical). Then you simply need to specify the quote or order number that you’d like to clone, and click on the blue arrows.
Once clicked, you will then see the individual line items from the cloned order appear (see below). If any of them need to be modified or deleted, you can do this from this screen. In addition to the standard order entry fields, you can also edit the Optional Fields by selecting that tab on the same page. When the order looks correct, just hit the “Create” button at the bottom-left of the screen, and the new order number will be displayed.
That concludes our look at the Copy Orders function, but in an upcoming post we will look at other methods of reducing duplicate entry, such as employing Standing Orders. Please check back often, and post any questions or comments below!