In this manual:
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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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Last created by me/for customer
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A tool to easily populate fields in the Order creation page by copying the fields from an existing order.
Created by me > Copy from last created order created (fig 2+3) by me- the following values from the last order created by me order creation page will be auto populated: Order type, Managing team, Customer, Billing manner, Script, Revenue billing office, Purchase + internal order (PO), Resource in charge, Billing customer, Pricing type, Project, Source language, Target languages.
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Copy from last order created by me (fig 2)- values from the last order created by me will be copied.
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-populated with the same values as entered in the last order I created (fig 1)
Created by me > Select from orders created by me > Select the order you want to copy (fig 2)
The following options will only be available after entering the customer in the order creation page:
Created for customer > Copy from the last order created for the
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customer
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Select order to copy from last created orders (fig 4+5)- after selecting the necessary target order (fig 6), all values from the selected order will be copied:
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Select from last orders created by me (fig 4)
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> the order creation page will be auto-populated with same values as entered in the last order created for this customer (fig 3)
Created for customer > Select from customer’s orders > select the order you want to copy (fig 4)
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