Creating an Order by Copying a Reference Order

When you create an order, you can use an existing order as a reference or template. For more information about creating orders, see Creating an Order.

Features

To create an order using a reference, enter the order number in the Reference group box. The system copies the planning data for operations, material components, external operations, production resources/tools, and Purchasing from the reference order to the new order as default values.

Note Note

If you have activated the business function Enterprise Asset Management Part 7 (LOG_EAM_CI_7), the checkboxes Operations and Components are also available. By selecting these checkboxes you can specify on an individual basis whether you want the operation and material data to be copied to the new order. The system uses the following logic for this:

If you select the Operations checkbox, the system always copies all the operations from the reference order to the new order.
If you select the Components checkbox, the Relationships checkbox, or the Settlement Rules checkbox, the system copies all the operations of the reference order to the new order, even if you have not selected the Operations checkbox. The system cannot copy any operation-related objects from the reference order without copying the operations themselves.

End of the note.

Depending on which business functions you have activated, checkboxes are displayed that you can use to copy the following data from the reference order to the new order:

Relationships between order operations
You can only copy relationships to the new order if you have activated business function Enterprise Asset Management Part 1 (LOG_EAM_CI_1).
Settlement rules at operation level
The settlement rules can only be copied from the reference order if account assignment for the costs of both the order being created and the reference order are at operation level. You can only copy settlement rules to the new order if you have activated business function Operation Account Assignment (LOG_EAM_OLC).
Document assignments at header and operation level
Document assignments can only be copied from the reference order if you have activated the business function Enterprise Asset Management Part 6 (LOG_EAM_CI_6) and have specified in Customizing for Document Management that object links to the order header (PMAUFK) or to the order item (PMAFVC) are allowed for the respective document type.

For more information about assigning documents to maintenance orders, see Document Assignment: Order.

Note Note

You cannot use historical maintenance orders as reference orders.

End of the note.

The system creates the new order based on the reference order and copies the selected order data as default values to the new order. The new order is created and saved without any dependencies to the reference order. However, you also have the option of creating a relationship between the reference order and the new order. The business function LOG_EAM_CI_7 provides the Create Follow-On Order checkbox, which you can use to create a relationship in which the reference order is the preceding order and the new order is the follow-on order. For more information about creating follow-on orders, see Creating Follow-On Orders.