Copy standing orders

You can copy standing order data to create new standing orders or update existing ones. This is useful when you need to extend a standing order pattern or replicate it for different time periods.

Create the next standing order

To create the next standing order that begins after the current one ends, follow these steps:

1. Open the required Standing Sales Order card page.
2. On the action bar, select Copy Standing Order > To New STO After This.
   The Copy Standing Order request page opens.

3. On the Copy From FastTab, the following fields are displayed:

   Field	Description
   From Customer No.	Specifies the customer number of the current standing order.
   From Ship-To Code	Specifies the ship-to code of the customer associated with the current standing order.
   From Code	Specifies the current standing order number.

4. On the Copy To FastTab, the following fields automatically updated but are editable:

   Field	Description
   Code	Specifies the next number from the standing order number series.
   Customer No.	Enter the customer number of the next standing order.
   Ship-To Code	Select the ship-to address code, if different from the default code of the customer.
   Starting Date	Enter the start date when this standing order becomes effective.
   Ending Date	Enter the end date when this standing order expires.

5. Select OK.

   The system creates a new standing order with copied lines and summarized detail entries, and displays it.

Create a new standing order by copying the previous one

To create a new standing order by copying from the latest one for the same customer and ship-to address, follow these steps:

1. Open the required Standing Sales Order card page.

2. On the action bar, select Copy Standing Order > To New STO After Last.
   The Copy Standing Order page opens.

   The Starting Date field value is inherited with the day after the latest ending date among all standing orders for the same customer and ship-to code.

3. Edit fields as needed and then select OK.

   The system creates a new standing order and displays it.

Copy from an existing to this standing order

To copy data from one standing order into the current one, follow these steps:

1. Open the required Standing Sales Order card page with a valid starting date and ending date.
2. On the action bar, select Copy Standing Order > To This STO from Existing.
   The Copy Standing Sales Order page opens.
3. In the Copy From Customer No. and Copy From Ship-To Code field values, enter or select values to filter available standing orders.
4. In the Copy From Code field, select the standing order you want to copy.

5. Select OK.
   If detail entries already exist for the same items and days, the system prompts for the confirmation.

   • Select Yes to replace existing data.
   • Select No to cancel the operation.

   The page refreshes to display the copied data.

   
   The system summarizes detail entries when copying, creating one record per item line and day of the week. The system does not write records that sum to zero.