Merging Items From Another Order to the Current Order

You can select one or more items from another order, and merge those items onto the current order. This is handy when a customer needs to repeat part of an order, for example. When you merge, you copy the items onto the current order, without altering the sales order you merge from. Once the items are merged, you can edit them as usual.

To merge items from another order:

Create or open a sales order and display the order's Body screen.
Use the Mode hot key, and then select Merge Items From An Order to display a screen that asks what to merge from.

Enter the order number, or entity description or number, that you want to merge the items from, and then press Esc. The Line Item Selection screen displays.

Select the line items you want to include. To select a line item, position the cursor in the S (selection) field adjacent to the desired line item, then press the Spacebar. Press the Spacebar again to deselect a line item. An asterisk (*) indicates a line item is selected. You can also use one of the following hot keys:

To...	Use this hot key...
display the Item Select Criteria screen	Select Enter additional Price Line, Buy Line, Description, or Line# field criteria to select the products.
select all line items	Select All
deselect all line items	Clear Select

Press Esc when you are satisfied with your item selections.
Before merging the selected items onto your order, two screens ask you how to handle the merged products' costs, and then their prices. Specify the following, when prompted:

Whether to use the selected items' original COGS (cost of goods sold).
Whether to use the selected items' original prices. If you answer N, you are given the opportunity to enter a Cost Override Code, followed by a reason for change.

Note: When order items are merged, lot items are not included.