Copying Orders

You can create a subsequent order based on an existing VSS order if, for example, you want to create an order from a quotation. You specify which data you want the system to copy from the existing vss order (source order) to the new order (target order).

Here are the most common cases in which you would use the Copy Order (/DBE/ORDER05) function:

• You want to convert a (service) quotation into a (service) order.
• You want to create a (vehicle) returns order for a (vehicle) order.
• You want to create a credit memo for a (service) order.

Prerequisites

You have made the necessary Customizing settings for copying orders in Vehicle Sales and Service (VSS) under Order > Copying of Orders.

Activities

To copy a VSS order, enter a VSS order number or billing document number. If you enter a billing document number, the system first finds the related VSS order and then uses it as the source order.

In the source order, select which items and jobs you want to copy to the target order. In the Info column, you can see if returns orders or credit memos have been created for any of the items. You can then navigate directly to the service credit memo or service returns order. The icons in the Job column indicate the item categories. The system displays the key and description of the jobs and items. If the source order contains splits, you can display and edit the split header data.

In the target order, enter the order type and select which of the following data you want to copy from the source order:

• Price
• Split
• Task
• Item
• Text Header and Footer Text

In the target order, you can select the Copy Item Price Date checkbox to specify that the pricing date of the split item is copied when you copy an order. If you copy a quotation with an invalid date, the system automatically chooses Copy manual pricing elements and redetermine the others (C) in the Copy Prices field and deselects the checkbox Copy Item Price Date.

Before you copy the order, you can simulate the copy process.