how to copy existing order tempate content to new one

[Former Member]

Hi Everyone,

I have a requirement:when create a new order template -> click Import button -> enter an existing order teimplate ID, you can copy that order template entries to this new order template. Any advise or suggestion on how to copy existing order tempate content to new one?

Thanks, Jin

[mark_foley · Accepted solution]

Hello Jin,

I don't think this is a part of the standard design , as the need to have two order templates with the same data would just lead to data redundency. Would it be possible to let me know the business scenario that you would use the two identical order templates in?

I would be possible to do some modification, you could jsut take the data that is stored in the order template table and create a new template but I dont see the reason to have two the same?

regards

Mark

[Former Member · Accepted solution]

Hi Mark,

Thanks alot for your reply. Actually there is standard functionality: open an existing OrderTemplate -> Transfer -> select OrderTemplate option -> Create.... this will create a new OrderTemplate from an old one. The requirment I have almost like to reverse this process.

Any advises and suggestions on how to do this kind of customization?

Thanks, Jin

[mark_foley · Accepted solution]

Hello Jin,

sorry I think i miss understoodyour initial message. I have a lookinto the system and see if this is possible.

Mark

[Former Member · Accepted solution]

Hi Jim,

As I understand, your requirement needs complete customization. By standard, there is only one Order Template Type allowed to be displayed in webhop. So you need design your enhancement accordingly.

You can add a custom button in Transaction Search, and should be enabled only when user searches for Order Template.

On click of this custom button, you can call a custom Report Program that copies the existing details of the selected Order Template into the New Order Template of the same Transaction. You can display the new Order ID created onto the left side panel.

Hence this newly created template can be displayed using regular Order Template Search.

This is a very complex design for sure and might affect the performance of the webshop as well.

Alternatively, you can create a separate Order Type e.g. ZOT with custom Status Profile which contains only one user status 'Order Template - TEMP'. Create a Transaction Group containing the regular Order Type (e.g. ISBB) and new Order Template ZOT.

Maintain Copy Control Settings for regular order template transaction to ZOT.

This will now give you a standard process of creating ZOT from exiting Order Template through 'Create Order Link' in B2B webshop.

You can prototype and test it out.

Hope this helps.

Regards,

Vartika

[Former Member · Accepted solution]

HI Vartika,

Thank you very much for your help. Actually the requirement is simpler than you think - create new orderTemplate from an existing one created by different SoldTo (you have to know the ID). It can be very complex if not use standard functionality. Can we customize the standard Search functionality to allow search OrderTemplate created by different SoldTo if you know the template ID and enter it in search ID box ? (the standard one is you only can search your own SoldTo party's OrderTemplate). Any advises / suggestions on how to do this kind of customization? I created new thread.

Thanks, Jin