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To create an order using only some of the products in the workflow template (product selection), click the green arrow button in the “Select specific products from template” button (fig 2).
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When creating order copies you can copy additional information from the original order. Switch on the attribute you want to copy in the “Order copy” page.
The following attributes can be copied from the original order to the new orders:
Number episodes- the new orders will be created with episode numbers. This option will only be available if the original order is part of a series
Retain Resources/Rates/Resource surcharge- all assigned resources in the original order will be assigned in the new orders. You can select to also copy the rates and surcharges. When copying resources and not ticking retain rates“Retain rates”, the tasks’ rate in the new orders will be set to Task “Task rate not currently set set”. When recalculating tasks with “Rate not currently set” a rate will be applied (if a compatible preset rate is available). When completing tasks that are set to “Task rate not currently set”, the system will auto recalculate them when completed and a rate will be applied (if a compatible preset rate is available).
Retain teams- all assigned teams in the original order will be assigned in the new orders
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Retain toolkit settings- all toolkit settings will be copied from the original order to the new orders
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Note: any additional information field can be configured to be selected as a system default in the order copy page from: Administrator > Web Administrator > Configuration > Defaults > Duplicate order defaults |
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Order creation- by Import from Excel
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To create orders using only some of the products in the workflow template, click the green arrow button in the “Select specific products from template” button to disable the product
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Finally, the pricing validation page
After clicking “Apply pricing” and all import lines are created into orders, click “Close” to go back to the orders page.
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