Duplicate Order Wizard

The Duplicate Order wizard guides you through the process of duplicating an existing order to a new order. Use the wizard to identify a specific order by order ID, orderline, fiscal cycle, and/or library. The specified order ID/orderline will supply the default values for a new order and orderline. These default values can be edited.

To duplicate an order

In the Order Search, identify the order you want to duplicate.

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If you searched by catalog information and any title matched, a list of titles appears. Select one and click Duplicate Order to continue. If more than one order is linked to the title, a list of orders appears.

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If you searched by order information and any orders match, a list of orders appear. If you searched by Order ID and did not type text to search, all of the orders for a particular fiscal cycle and library appear. To display all cycles of any order, select an order in the list and click Display All Cycles. To duplicate an order in the list, select an order ID and click Duplicate Order.

The following steps are for duplicating an order with multiple orderlines to a new order.

After you click Duplicate Order, the Order and Orderlines tabs appear. (If you specified an orderline in the Order Search, the wizard will open directly to the Orderlines tab with the orderline selected.)

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On the Order tab, a summary of order information appears. See the Order Tab: Acquisitions topic for more information. Additionally, you can use the Display All Orderlines Helper to view summary information for all orderlines.

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On the Orderlines tab, a list of orderlines appears. Use the Orderlines tab tools to display orderline information. For more information, see the Orderlines Tab topic.

Select an orderline, and click Duplicate Order.

In the Enter Order Information window, default information from the source order appears. You can accept these default values, or make modifications.

Depending on the New Order ID selection made in wizard behavior properties, you have the following options for the order ID. For more information, see Duplicate Vendor Wizard Properties.

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Type a New Order ID.

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Select Auto from the list.

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If the Same New Order ID behavior was selected, this field will not appear.

Select a New Vendor ID using the Browse Vendor Gadget. Select an order type and fiscal cycle from the lists.

Click Add Order, and the selected orderline of the order is duplicated to the new order. The following tabs appear.

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Title Info Tab: Acquisitions

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Orderline Tab: New Orderline

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Segments Tab

Modify the fields on these tabs as required. See the tab topics for more information.

Click Save Your Changes, and return to the Orderlines tab. Use the tab tools to display or modify the orderline.

To duplicate the remaining orderlines to this order, use the Duplicate Orderline Tool. When using this tool, be certain to search the same source order ID.

Click Save Your Changes.

After duplicating an order, you may click one of the following options.

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Save Your Changes to save order and orderline modifications

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Return to Search to return to the search list of orders

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New Search to search a new list of orders

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Close to exit the Duplicate Orders wizard

Important Considerations When Using this Wizard

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You can create purchase orders within the wizard flow using the Produce Order Report Helper and View Order Reports Helper.

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You can output orderline data to a file using the Save Order Line to File Helper.

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You can view all orderlines linked to this order using the Display All Orderlines Helper.

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ISXN warnings may appear when creating orders. Correct the ISXN value before continuing. For more information see FAQs: ISBN/ISSN Validation.