Copy Sales Order functionality in Sage 500 ERP

By | January 31, 2018

The main purpose of Copy Sales Order functionality feature in Sage 500 is to allow User to copy information from existing Orders and create the same with a new order that includes Sales Order, Quote or Blanket Sales Order.

In this copy function, User will be able to choose the different Customer for generating the new Sales Order, quotes, and blanket Sales Order.

New Stuff:- Attach payment entry with Sales Order in Sage 500

Here’s the below screens where we have highlighted copy button on the Sales Order entry screen.

Sales Order entry screen

copy Sales Order screen

On the copy Sales Order screen, User will have multiple options to enter information for a new sales order.

Once the user entered all the information in the copy sales order screen, the user needs to click proceed button in order to create new sales order by using reference of existing sales order.

Copy Sales Order functionality

Once user hit the proceed button the new sales order has been generated based on selected existing sales order which will represent Copy Sales order.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

The unique GUMU™ integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM, and Salesforce.comDynamics 365 CRM, the migration solutions include Sage 100 Migration from Sage 50 USSage IntacctQuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include Salesforce – Sage ERP integration available on Salesforce Appexchange, Dynamics 365 CRM – Sage ERP integration available on Microsoft Appsource (Free Trial).

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will like to hear from you.