Create Duplicate Order

 

The Create Duplicate Order dialog appears when users choose the Duplicate Order option from the New menu (available from the Order-Level Functions). This function allows you to create a new order based on the data of the order currently accessed in MoversSuite. The options available through this dialog allow you to choose what level of data is copied to the new order.

 

Figure 19: Create Duplicate Order dialog

 

This option is available to you based on the Enable Duplicate Order flag within the System Wide Options. If this flag is unchecked, then the Create Duplicate Order option is not available.

 

 

Technical Field Information

 

The following table describes the options available from within this dialog.

 

Option

Description

Basic Information

Choosing this option instructs the application to only copy the basic data of the order to the new order. See the Basic Information data section below for a listing.

Basic Information (Reverse Addresses)

Choosing this option instructs the application to only copy the basic data of the order to the new order and switch the Moving From address with the Moving To – Primary address. See the Basic Information data section below for a listing.

Complete Order

Choosing this option instructs the application to copy a majority of the data to the new order. See the Complete Order data section below for a listing.

Include Order Notes

Checking this box instructs the application to copy all Notes associated to the copied order to the new order. This option works with any of the above options.

Yes

Pressing “Yes” creates a duplicate order using the same data as the opened order.

No

This option cancels the request and closes the dialog.

 

 

Basic Information data

 

The following table lists the data copied to a new order when the Basic Information or Basic Information (Reverse Addresses) option is selected. When is Basic Information (Reverse Addresses) selected, the application switches the Moving From address with the Moving To – Primary address and switches all Consignor and Consignee data.

 

 

Tab

Field/Module

Note: The application copies additional data not readily visible within MoversSuite, such as whether the record is an order, a foreign order, a lead, van line assignment, etc.

Information Bar

 

Branch

 

Account Profile

 

 

Account Profile (populates all other tab data when set)

Agents

 

 

Pre-sold/Non-sold

Billing Information

 

Customer

Bill To Address (all)

National Account > Account

National Account > Name

National Account > Memo

Tariff/Rate

Section

Discount

Contract

Estimate Amount

Team Pay

Invoice Requirement

Revenue Clerk

Contacts and Locations

Office & Industrial

 

All data copied

Job Information

Office & Industrial

 

All data copied

Move Information

 

 

Shipment Details > (all except Product Code, Product Type, Number of Pieces and detailed items)

Shipment Details > Trade Show Information (all)

Special Instructions

Directions

Created On (Created By)

Type of Move

Commodity

Authority

Service Type

Shipment Type

Name, Address, Phone

 

Order Status

Last Name

First Name

Email

Phone Numbers (all)

Task Definition

Task Group

Salesperson

Transportation Coordinator

Logistics Coordinator

 

Moving From (complete address)

Moving To - Primary (complete address)

Moving To - Secondary (complete address)

Consignor (all fields)

Consignee (all fields)

Notes

 

 

If the Include Order Notes flag was checked when the duplicate order was created, then all notes from the previous order are copied to the new order.

Order Information (Revenue Entry)

 

Last Name

First Name

Email

Phone Numbers (all)

Customer (including Bill To Address)

Moving From

Moving To (Primary and Secondary)

Revenue Clerk

Type of Move

Commodity

Authority

Shipment Type

Tariff/Rate

Contract

Invoice Requirement

Store Information

Special Services

 

All data copied

 

 

Complete Order data

 

Listed below is the data copied when a new order is created using the Duplicate Order functionality.  This includes fields and data behind sub-tabs and buttons within each listed tab (except where noted).

 

Tab

Description

Account Profile

All data copied

Agents

All data copied except:

Van Line Registration Date

Van Number

By

Billing Information

All data copied except:

Other Information (Bill Date, Hauling Documents Received)

Thrid Party Services

Container/Lift Van/Airbox Information

All data copied (International Orders)

Extra Stops

All data copied

Military/Government

All data copied

Move Information

All data copied except:

Related Order

Self Haul information

Booked date

Created On date

Name, Address, Phone

All data copied except:

Estimate Number

Notes

All data copied if the Include Order Notes option is checked.                                                                                                                        

Shipping Information

All data copied (International Orders)

SIT/Recurring Billing

All data copied except:

Recurring Billing data

Tasks

Tasks regenerated based on Task Definition

User Defined Fields

All data copied

 

 

RELATED TOPICS:

Book a MoversSuite Order

Book Order Information

Change a MoversSuite Order Number or Branch

Foreign Order Number

Order-Level Functions

Order Number Setup

Sales Lead Information

Unique Order Number

Sales Lead Information

System Wide Options