Copy Sales Order and bring over Quote Number/Line

Epicor ERP 10
1

Has anyone figured out a way to use the “Copy Order” action on a Sales Order and have it bring over the Quote number/line from the source order?

2

That is done automatically.

3

Are you saying the “Copy Order” action does this automatically? As we are not seeing the Quote number/line being copied over from the source order when we use this function.

4

I think I misread the topic. I thought you meant when creating an order from a quote.

You mean when you copy an existing order, the new order does not have the Quote Num and Line fields copied from the source order?

Probably need a BPM. You okay with this happening 100% of the time?

5

After looking at it, I think I see the issue. The SalesOrder.CopyOrder() method doesn’t have the data set of the original order. Just the ordenum and a few other parameters.

You’d need to set a BPM variable in the CopyOrder() method, then check for that variable in the methods that actually create the order lines.

6

Calvin - Thank you for your response. I ended up doing a Data Directive on the OrderDtl table instead of a method directive. I tried the method directive first but wasn’t having any luck. I added 2 new UD fields to the OrderDtl to store the Source Quote number and Line and then populated with the DD.

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