Question

Duplicating customer order lines and the price?

  • 17 February 2023
  • 6 replies
  • 195 views

Userlevel 2
Badge +7
  • Sidekick (Customer)
  • 14 replies

When duplicating a customer order line, why does the price not also get copied over? The quantity does but not the price.

 

Our units are second hand so the price varies so we do not have fixed pricing on our sales part. What is currently happening is the price of £0.00 on our sales part is what is populating the Price on the duplicated line rather than the price from the line it was copied on. is there a way to change this, selecting price freeze doesn't seem to stop this.


6 replies

Userlevel 2
Badge +8

Copy lines or duplicate functionality is such that it will take the source line part /qty information and perform and insert fetching the effective price of the destination line considering the system date.

This is true to all copy line functions through out the system.

But an exception is handled in ‘Copy Order’ function which allow user to decide whether to pick price/discounts from source or current set up.

 

 

Userlevel 7
Badge +18

Hi, 

Price functionality / logic is pretty robust.  The only way to know a price would be correct for a duplicated line would be to reprice the line with the various logic functions.  I know that does not help your issue, but it’s a reason why IFS re-prices. 

To solve the issue - A very easy way to stop that on when duplicating the record is to use the Price Freeze option on the order line (just a check box type attribute). And then duplicate that order line.  It’s essentially saying to IFS - we manually changed the price, leave it “as is”. When duplicating the order line, you also copy the price freeze. 

Hope this helps, 

Best regards

Userlevel 2
Badge +8

Isn’t that the issue itself describes price freeze will not applicable for duplicating lines function.

Price freeze option only make sure the manually set price will not get changed along with Qty or Effective price date changes in the same CO line. But not in when copying or duplicating.

Please correct me if I have misunderstood the scenario.

Userlevel 7
Badge +18

Hi, 

My understanding of the question was - our units are second hand (meaning used - not new) so the price is manually changed from X to Y or maybe only manually keyed.    We wish to duplicate a customer order line and IFS changes the price on the new order line.   Solution - freeze the manually due to the edited price and the duplicate will duplicate that record with same price as line 1.  

Userlevel 2
Badge +8

Well the problem is this will not work in the core version. Once a price is changed and price freeze is checked, that line will remain the manually keyed value for post modifications like quantity and price effective date.

But once that line is duplicated and saved, it will always trigger the price fetching logic again.

Badge +3

We just upgraded to Apps 10 update 17 and now when we duplicate a frozen customer order line, it now reads the sales price from the sales part and updates the price.  It no longer duplicates the frozen price on the line that is being duplicated.  Was this functionality changed on purpose?

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