How Do I Duplicate an Order?

Duplicating an order can save time in two situations:

• An order was entered under the wrong customer account and needs to be recreated under the correct account.
• A customer places the same or similar order regularly, and an existing invoiced order can be used instead of re-entering every line item.

Scenario 1: Duplicate an Order Entered Under the Wrong Account

Step 1 — Open Sales Order Entry

At any Prelude command line, type:

/SOE

Press Enter.

Before entering a customer, place the cursor on the customer line and press F10 to open the Action Menu.

Step 2 — Select Duplicate Order

Type:

D

Select Dup Order.

The Order Duplication Entry screen opens.

Step 3 — Enter the Order Information

Enter the order number you want to duplicate.

Enter the correct customer number in the Customer field.

Step 4 — Select Repricing

At Reprice Sales Order?:

• Enter Y if the new customer uses different pricing.
• Enter N if the customer uses the same matrix/pricing group.

Step 5 — Create the New Order

Press F2 to save.

A new order is created under the correct customer account.

Important

Delete the original order after the new order has been created. The original order remains active until it is manually deleted.

Scenario 2: Duplicate a Repeat or Recurring Order

Use this process when a customer regularly places the same order and you want to duplicate a completed/invoiced order rather than re-enter every item.

Step 1 — Open Sales Order Entry

At any Prelude command line, type:

/SOE

Press Enter.

Before entering a customer, place the cursor on the customer line and press F10 to open the Action Menu.

Step 2 — Select Duplicate Order History

Type:

O

Select Dup Order History.

This option pulls from completed/invoiced orders, rather than open orders.

Step 3 — Enter the Previous Order Information

Enter the previous order number or invoice number.

Enter the customer number.

Complete the Invoice Date field if prompted.

Step 4 — Select Repricing

At Reprice Sales Order?:

• Enter Y to reprice the order using current rates.
• Enter N to retain the same pricing as the original order.

Step 5 — Create the New Order

Press F2 to save.

A new open order is created containing the line items from the previous order.

Important

Do not delete the original order in this scenario. The historical order remains intact and can be duplicated again for future recurring orders.

Quick Reference

Access: /SOE
Trigger: F10 on the customer line
Wrong Account: D – Dup Order
Repeat Order: O – Dup Order History
Reprice: Y = Reprice | N = Same Pricing
Wrong Account Only: Delete the original order after successfully duplicating it.