Performing a Multi-Site Service Order Copy

Use the Multi-Site Service Order Copy utility to copy a SRO from one site to another site.

Note: This utility only works between Live-Linked sites on the same SQL Server.

To copy the SRO:

In the From section, specify this information:
SRO

Select the SRO to be copied.

Source SRO Action
- Leave Unchanged: Select this option to make no change to the source SRO upon successful copy of the SRO.
- Close: Select this option to set the source SRO status to Close upon successful copy of the SRO.
- Delete: Select this option to delete the source SRO upon successful copy of the SRO.
Copy Notes

Select this check box to copy the notes from the source SRO to the new SRO.
In the To section, specify this information:

Site

Select the target site for the SRO.

SRO

The SRO is displayed.
For the SRO Type, Salesperson, Partners, and Operation Codes fields, if Required is selected, the SRO is not created if the field values do not match in the source site and target site. If Blank is selected, the SRO is created and the field value is set to blank in the target site when the entry is not valid.
Click Process to run the utility.