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Configuration Copying on SO Lines and Configuration Output Report

  • Jul 22, 2024 4:46 PM UTC
  • 6 replies
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jdobish
Captain II
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Does anyone have a good method of copying a sales order line with a configuration? We have a client who often needs to copy a configuration and then make a small change to that configuration. They are looking for a way to easily copy the configuration instead of have to go through the selections again. Anybody have any ideas? 

They were also lookin to try and get a report of the configuration output but also not sure if anyone has done anything like that?

6 replies

dcomerford
Captain II
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  • Captain II
  • Jul 22, 2024 4:55 PM UTC

Is there any other lines on the Sales Order apart from this line as you could have it saved as a Sales Order Template

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jdobish
Captain II
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  • Jul 22, 2024 5:02 PM UTC

A SO template wouldn’t work, as they are doing multiple lines that share a configuration, but the configuration changes at each quote or SO. They may even have multiple configured lines on an SO. 

 

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dcomerford
Captain II
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  • Captain II
  • Jul 22, 2024 5:04 PM UTC

Just a thought i think you will need a customisation

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@jeremyd45 If you are copying a sales order, if you use “Copy Order” command available in the More menu of the SO301000 form. It does provide an option to copy configuration as well.
 

If you are not copying the sales order itself, i would recommend using Config. Key.
After adding SO line and selecting config. key, if you configure the SO line again system will auto generate a new config key. 

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jdobish
Captain II
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  • Captain II
  • Jul 22, 2024 5:30 PM UTC

I will have to play around with that. They are only copying the lines on the SO, so the configuration key may work. I may poke around with that and see if I can get that to work, thank you!

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • Aug 20, 2024 10:43 PM UTC

Hi @jeremyd45 were you able to find a solution? Thank you!

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