Copying Orders and Estimates
To copy information from estimates or orders to other estimates or orders, perform these steps:
- Open the Copy Orders and Estimates form.
-
In the
From field, specify the
source or accept the default,
Estimate Order. Options include:
- Estimate Order
- Customer Order
- Blanket Order
- History Order
-
Based on your
From selection, specify
one of these values:
- Estimate Number: If you select Estimate Order, the system prompts you for a valid estimate order number.
- Order Number: If you select Customer Order, the system prompts you for a valid customer order number.
- Blanket Number: If you select Blanket Order, the system prompts you for a valid blanket order number.
- History Number: If you select History, the system prompts you for a valid history order number.
- In the Starting and Ending Line Number fields, specify the first and last line numbers to copy, or accept the default from the order.
-
In the
To field, specify the
destination to which this estimate is to be copied. Destination options
include:
- Customer Order (default value)
- Estimate Order
- Blanket Order
Note: If this field is left blank, the system creates a new order. -
In the
Option field, specify one
of these options:
- Insert a Range (default value)
- Replace a Range
- Delete and Then Insert a Range
- Click Process.
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