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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Duplicate sales orders...
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Duplicate sales orders in D365 Finance and Operations

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Posted on by Community member
Hi Everyone,
 
Can anyone tell me how to duplicate sales orders please ?
 
THX.
 
regards.
 
Catherine.
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,768 Super User 2024 Season 2 on at
    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 Profile Picture
    Kevin Xia Microsoft Employee on at
    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 Profile Picture
    Hana Xue Microsoft Employee on at
    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 Profile Picture
    Martin Dráb 229,275 Most Valuable Professional on at
    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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