Sales Orders - Re-assign some or All detail lines

Frequently a need arises to supply part or all of a Sales Order from another branch, or simply to move any Back Orders to a fresh Sales order.

To facilitate this, a Re-assign Tab is now available on the Sales Order form.

New Tab Design

Tab 8 - Re-Assign

To Re-Assign a Line

To Re-assign a line, simply drag & drop into the empty box. Double clicking also works. It will only allow you to copy over once

To Remove a Line

To Remove a line from the Copy, simply double click on that line item.

To Re-assign entire Sales Order (or the remaining balance)

You may also copy ALL lines by clicking on the Arrow between the boxes.

Actual Re-Assignment

When you have finished selecting the lines to be Re-assigned, change the Sell & Source Branches if necessary.

And the click on the Re-Assign button.

Re-assignment is complete

Review

Reviewing the original Sales Order, we can now see that that line has been lapsed.

And a note added to the line item

Note added so we know what happened to this line item.

Looking at our New Sales Order, it has a flag indicating that it is part of a re-assignment

Re-assigned Flag is the blue arrow to the Right

If we sort by Customer Order (click on Tab 3 - Customer Order), you will find the original and the new Sales Orders listed together. Note that the ‘On Order’ values have also been re-calculated

Order value has been re-calculated

And the New Sales Order contains exactly the same information, except the branch details have been changed.