Copy confirmed orders
A customer service representative (CSR) must be able to copy a confirmed order when a customer places a similar order again. The CSR saves time by copying a confirmed order, instead of creating a new order and adding each item again. If there are similar items in an order, the CSR can copy a confirmed order and modify it as necessary.
Solution
The following describes APIs, user exits, services, and other components.
To copy a confirmed order, the CSR clicks Copy Order in the
Related Tasks panel in the Order Summary screen. When the
CSR clicks Copy Order, the copyOrder
API is called to copy
an existing order based on the attributes included in the Copy Order template. The copied order
opens in a new tab.
When the CSR copies an order, the enterprise code in the existing order is passed to the copied order.
Implementation
To customize the copy order template, see Customizing the copy order template.
A customer service representative must have the Copy Order resource permission to copy orders. For more information about configuring resource permissions, see Administering User Group Permissions.
For more information about APIs, see Javadoc.
End-user impact
The CSR can copy the order and save time while creating similar orders.