| # Copy templates In LN you determine whether copy templates are used when copying sales orders (lines). Copy templates specify how order (line) data is copied. A copy template contains a standard set of copy exceptions to: Copy existing orders to target orders in the Copy Sales Order (tdsls4201s000) session. Copy existing sales order lines to target order lines. Copy an original document's sales order lines to target order lines in the return order process. Copy exceptions can be sales order header or sales order line fields. If a field is not defined as a copy exception, it is automatically copied from the source order (line) to the target order (line). Sales order header For sales order header fields, define the following copying actions: Prompt The selected field can be manually filled in the Copy Sales Orders - Prompts (tdsls4201s100) session. The default comes from the source order. Retrieve Default Infor Baan retrieves a default value based on standard defaulting logic. Copy From... Only for date fields. Select which date must be copied to the target sales order. Sales order line For sales order line fields, define the following copying actions: Retrieve Default Infor Baan retrieves a default value. Copy From... Only for the Ordered Quantity field. Select which quantity must be copied to the target sales order line. To use copy templates Complete the following steps: Step 1. Sales Order Parameters (tdsls0100s400) In the Sales Order Parameters (tdsls0100s400) session, select the Prompt for Copy Templates check box. Step 2. Sales Order Copy Template - Exceptions (tdsls4690m000) In the Sales Order Copy Template - Exceptions (tdsls4690m000) session: Define a template header. Enter the template code and the effectivity period for the copy template. After you have defined the template header, click Save. LN automatically links several sales order header and sales order line copy exceptions. On the Header Exceptions tab, add, delete, or maintain the copy exceptions, which refer to the Header Exceptions (tdsls4191m000) session. On the Line Exceptions tab, add, delete, or maintain the copy exceptions, which refer to the Line Exceptions (tdsls4192m000) session. Step 3. Sales User Profiles (tdsls0139m000)/ Sales Order Parameters (tdsls0100s400) In the Sales User Profiles (tdsls0139m000) and/or the Sales Order Parameters (tdsls0100s400) session, link a default copy template for sales (return) orders in the Copy Template for Sales Orders and the Copy Template for Sales Return Orders fields. Step 4. Copy Sales Order (tdsls4201s000) In the Copy Sales Order (tdsls4201s000) session, enter a Copy Template. Step 5. Copy Sales Orders - Prompts (tdsls4201s100) After you click Copy in the Copy Sales Order (tdsls4201s000) session, the Copy Sales Orders - Prompts (tdsls4201s100) session is automatically started if you use a copy template that has Prompt as Copy Action for linked copy exceptions. The Copy Sales Orders - Prompts (tdsls4201s100) session is started only if the target sales order is a new sales order. If you copy to an existing target sales order, the prompts are not shown. Note the values you enter in the fields, because the session does not run copying checks before you click Copy. Important! Even without using copy templates you can copy sales orders and their lines in the Copy Sales Order (tdsls4201s000) session. LN then uses a standard set of copy exceptions based on which order data is copied. These are the default copy exceptions linked to a template header when you define and save the header. See also step 2. Note You can print sales order copy templates with their copy exceptions and copy actions in the Print Sales Order Copy Templates (tdsls4490m000) session. |