Views:
The Copy function will compare various information related to the previous quote/order and various resources (customer, vendor, product, program). Popup windows will allow you to decide which information to populate into the new record. Below are a few examples:

Terms Comparison
 
 
Taxes Comparison
 
 
Ship To Comparison 

Price Comparison
 
 
All comparisons will ignore upper/lower case. Text fields will also ignore beginning/ending spaces and punctuation.

Information not being compared will update into the new record from the previous record, as it did before.
Comparisons to the Quote/Order being copied will occur based on the following information. Popups will appear when the previous quote/order information is different than the resource noted below:
  • Customer Resource
    • Terms
    • Discount
    • If no primary contact, will compare to customer Bill/Ship/Ack addresses (no comparison on contact name, phone, fax, email, web)
    • If primary contact, will compare to contact Bill/Ship/Ack addresses (no comparison on contact name, phone, fax, email, web)
    • Salespersons
    • Tax Codes
  • Program Resource
    • If program has a primary contact, will compare to contact Bill/Ship/Ack addresses (no comparison on contact name, phone, fax, email, web)
    • Salesperson (If Program #, comparison will be for that program)
  • Product Resource
    • Product Description 
    • Product Additional Charge Description 
    • Vendor SKU
    • Price (If Program #, will look for product program pricing information) 
    • Product Additional Charge Price
    • Matrix Upcharge Price
  • Vendor Resource
    • Vendor Ship from Address (no comparison on contact name, phone, fax, email, web)
    • Vendor Ship to Address (no comparison on contact name, phone, fax, email, web)