Prevent Clearing of Summary Details When Changing Sales Order Type

Order Type isn’t just about classification.  It controls how every step of the order functions. You may have all of those settings matched between order types but the system can’t assume that.

I did just try the “Copy and Paste” trick and it does seem to work (we use this in other areas of the system if we want to keep a lot of detail but change a core setting like order type)--if you copy the order, create a new order and set the new order type, you can paste the order detail and it will maintain the new order type.  Just be aware that if you do have settings that are different between order types (for example, one order type uses the Customer to determine subaccount, while another uses the product), pasting the detail from an existing order will paste every detail, including things that you may feel are incorrect (copying an order that was using Customer as the subaccount source, and pasting it into an order that would typically use item as the subaccount source doesn’t change the data being pasted--you’ll still have the customer subaccount on the lines).