You can make an exact copy of any sales order (except for voided invoices) whenever you like. Select a transaction, press the [Change] or [View] buttons to edit/view the order, then press the [Clone] button. This starts a new order with a new TRANSACTION ID #, but with all the same information (including line items) identical to the cloned transaction. This makes it easy to duplicate any transaction or to make a correction to an invoiced order.

There are many reasons to clone an order, but the two main uses are:

• Repeat Orders
• Re-bills because of an invoicing error.

Options

The cloning options window provides a number of options to make cloning even easier. When you check an option, that feature is copied exactly from the source transaction. These include:

Selecting the proper options really speeds up your data entry and reduces the chances of operator error. For example, when cloning an order for a repeat, you probably would not want to clone the previous order’s Vendor Invoice number. On the other hand, if you needed to re-bill an order because of a billing error, you probably do want to clone the Vendor Invoice on each line item.

If clone a sales order in order to correct a sales order and then re-invoice, you run the risk of double posting the same invoice to A/P unless you have Allow A/P To Post From Multiple Orders un-checked in Security Extensions. Therefore, you should always remember to void the original sales invoice before re-invoicing the cloned sales order.

Saving Cloning Presets

There are three Preset buttons at the bottom of the Clone Options Window. Pressing these buttons selects various saved options for Cloning. This saves users having to determine which options to select and also prevents them from accidentally checking the wrong buttons for common tasks. The default Presets are: Re-bill All options selected.Use when voiding/cloning/re-billing due to data entry error discovered before billing. Re-order Used when a customer calls to re-order a product. No vendor info is cloned. Miscellaneous No options selected. …of course, the whole point is for you to customize these, then lock them in place.  

Modifying Cloning Presets

To modify these presets follow these steps:
1. First of all, you must, first of all have the Sececurity to do so. To enable this, go into SASESASE and add the following Security ID to your Security Template:

~UpdateSOHeaders:ClonePresets

2. Now go into SAFE, choose an order to clone, and press the Clone button within the order to begin the cloning process.

3. Select the Preset to modify. The clone options will change.

4. Check or uncheck the various options you wish to save with the preset.

5. Now Press [OK] to clone the order, as you normally would.

6. A ‘Save Clone Preset’ window will appear. Type the description of the Preset into the Description field; this description becomes the text of the Preset button next time.

7. Press [Save Preset]. The options you selected are now saved for all users who select this Preset.

Disabling Options

Once you have saved your Presets, you may choose to prevent users from selecting individual Clone Options–in effect forcing them to use only the preset options you have saved. To do this:

1. Go into SASE and add the following Security ID to the templates of all users you wish to prevent from changing individual clone options:

~UpdateSOHeaders:CloneOptions

…and make certain that it is set to DENY access.

 When you clone a sales order, the Location ID of the original order is retained. This is important if you are using Remote Office Extensions. It means that if you clone an order created at a particular remote office, the cloned order acts as though it were created at the same location as the original, even though it may have been cloned at the main office. This allows you to re-bill or do exact repeats from the main office for a remote location.