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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a client who would like to add a feature to one-click duplication of a sales order.

I can think of a few steps in this process, but get stuck.

My current steps would be:

1) Go to related order line records (show only related records)

2) Go back to Orders database

3) Create new order

4) Copy order ID

5) Go to Order Lines

6) Create a loop to duplicate each line item and paste the new order ID into that record. (THIS IS WHERE I AM STUCK).

7) Return to new Order in Orders table for final editing.

I am stuck because, when I duplicate the first line item, it appears at the bottom of the list and becomes the active record. This causes me to lose track of which records have been duplicated already.

One thought that comes to mind would be to create a field in the OrderLines table called "Duplicated" then mark each record just before I duplicate it. Now i can do a find for the original order id omitting duplicates and dupe it, refind dupe etc until there are no more.

Is there a better way to do this?

Thanks for your help.

Posted

Hi,

Rather trying to duplicate each item try,

1) Go to related order line records (show only related records)

2) Go back to Orders database

3) Import the Order lines records.

4) Set new Po ID to found records.

The import will only import the set that you confined when you performed step one.

Michael

This topic is 6286 days old. Please don't post here. Open a new topic instead.

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