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Duplicate sales orders in D365 Finance and Operations

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Hi Everyone,

Can anyone tell me how to duplicate sales orders please ?

THX.

regards.

Catherine.

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Alireza Eshaghzadeh 12,059 Super User 2024 Season 2 on at

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Duplicate sales orders in D365 Finance and Operations

Hi,

Like Kevin and Hana mentioned, You either use Copy function (i.e. From all) by creating a new sales and using this function to copy sales lines or use Excel add-inn or data management for this purpose.
Kevin Xia Microsoft Employee on at

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Duplicate sales orders in D365 Finance and Operations

Hi,

Maybe you can use data management framework to meet your needs. You can refer to this official document: Data import and export jobs overview - Finance & Operations | Dynamics 365 | Microsoft Learn. To create and manage data import and export jobs, you use the Data management workspace. By default, the data import and export process creates a staging table for each entity in the target database. Staging tables let you verify, cleanup, or convert data before you move it.

Best regards,

Kevin
Hana Xue Microsoft Employee on at

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Duplicate sales orders in D365 Finance and Operations

Hi,
you can navigate to sales and marketing> all sales order>sales order>copy, something you should pay attention to is that copy from all does not copy all fields. Based on this, you can check this blog:shyamkannadasan.blogspot.com
You can save time by copying rows from the item list and when you create a sales order, a list of items will immediately pop up where you can select and even change quantities. For more information, you can check out this blog: https://kurthatlevik.com/2022/01/05/d365-hidden-sales-order-gem-copy-from-item-list/
Best Regards,
Hana
Martin Dráb 230,188 Most Valuable Professional on at

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Duplicate sales orders in D365 Finance and Operations

Is this is somehow related to Dynamics CRM? If not, I'll move it to the right forum.

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