This article will explain the process of copying order items in PDX. This process helps expedite the creation of new orders or add additional items to already created orders featuring the same types of order items as those previously created. To begin, follow these steps:
Click on the "Order Items" button in the left menu.
Once the Order Item page is open, locate and filter to the orders that need to be copied. Check the order items.
Once the selection has been made, navigate to the "Selected Actions" field on the upper left-hand side of the screen and click on Copy Order Item
The "Copy Order Item" popup window will appear. The required fields will depend on the order type (Title Lite, Asset Lite and Standard).
Copying Standard Order Items
The Copy Order Item's pop-up will retain the majority of the fields that existed in the selected order items. The below image details what occurs when users select Standard Order Type items:
There are two initial options:
- Create New Order from the Order Items selected
- Or to Copy the Order Items to an existing Order.
If the user selects "Create New Order" they must provide:
- An Order Number
- The Order Type
- AssetLite
- Standard Order
- The Asset Type
- Provider
- The Title of the work
- Platform
- The user has the option to change the Platform the order is meant for
- and Due date (Optional).
The user may also choose to Copy Tasks or Copy Assets associated to the selected Order Items. If the user selected "AssetLite" as the Order Type, copying Assets isn't an option.
If the user selects "Copy to Existing Order", the options are reduced to:
- Order Number
- Order Type (Can only be the Order Type of those selected)
- Platform
- Due Date (Optional)
Copying Title Lite Order Items
If the user is copying a Title Lite Order, the only option will be to Copy to Existing Order.
It's worth noting that if order items from different orders are selected, the user must select one order to copy the order items into. The user can also copy multiple order items on the WIP (Work Dashboard), Order Items View, or within the Order Details pages.
After validating the details, the user should click on the blue "Copy" button at the bottom right of the form.
After processing, the user will be taken to the Order Details page, where the user should fill out and update the rest of the order to accommodate any new information.
User should proceed to validate and modify asset deliverables listed, add tasks, ERD/EDD dates, Vendors, or adjust the status. The user should also add any fulfillment tasks at the bottom of the page.
For more information on deliverables, please refer to the following articles: