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  • 1.  Flag that an order was copied from another order or history or invoice

    Posted 04-02-2026 22:23

    Client is asking for a Pop-Up when they "copy" a Sales Order from another sales order, from a history sales order or from an invoice in history.  Before I go down the path of reviewing if a script is possible, I thought I would reach out here to see if anyone felt we could write a script that was triggered ONLY when the order was copied?  My gut feeling is no because I don't believe the "copy function" is documented on the new order that the order was actually copied?  What do you think?  

    "Ship-To" Confirmation Pop-up

    ⚠️ Warning:  This order was copied from Order #[Old Number]. Please confirm the Shipping Address is correct for this specific transaction.

                                    This order was copied from Order #[Old Number]. Please confirm the PO# is correct for this specific transaction.

                                    This order was copied from Order #[Old Number]. Please confirm the Pricing is correct for this specific transaction.

                                    This order was copied from Order #[Old Number]. Please confirm the QTYs  are correct for this specific transaction.



    ------------------------------
    Madeline Stefanou
    Sr. Solution Consultant
    RKL eSolutions, LLC
    LANCASTER PA
    717.208.3117
    ------------------------------


  • 2.  RE: Flag that an order was copied from another order or history or invoice

    Posted 04-02-2026 22:31

    Idea (if nobody has anything better):

    Set up a UDF in SO header, sourced from the appropriate CopyFrom data sources...

    ...then set up a script for your warnings.  I don't think column events fire for this kind of data flow, so you might need to add something for PreTotals / Pre-Write (with EditState = 2) instead.



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 3.  RE: Flag that an order was copied from another order or history or invoice

    Posted 04-02-2026 22:36

    That is a pretty good idea, thank you.  They originally asked for an Alert that included the Customer PO, Ship To Address, etc; and then they could go back and "fix" if they forgot to change it in order entry.  Your UDF Idea would work with an alert.  Let me give it a try. 



    ------------------------------
    Madeline Stefanou
    Sr. Solution Consultant
    RKL eSolutions, LLC
    LANCASTER PA
    717.208.3117
    ------------------------------

    Original Message


  • 4.  RE: Flag that an order was copied from another order or history or invoice

    Posted 04-02-2026 22:42

    Even better.  You should be able to link the new SO to the source transaction, and do a field by field comparison, only sending an alert when the new SO has the same value as the original (meaning they didn't already change it).  (Different UDF for CopyFrom invoice history... so you don't try to link to the wrong table).



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 5.  RE: Flag that an order was copied from another order or history or invoice

    Posted 04-03-2026 10:10

    This is not a bad enhancement suggestion for the Mod Squad



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Connecticut
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