Update product locations at the order line level

  • Release version: Xanadu
  • Updated October 16, 2024
  • 1 minute to read

    • Agents can use the copy function to update product locations at the order line level Order Management.

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    Agents can change the location of products at the order line level by using the copy function. When an order line item is copied, a dialog box opens allowing the agent to select a location. Agents can select one line item to update or multiple line items.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. From the Customer Orders > All, select the order you want to work with and select the Line Items tab.
    3. Select one or more order line items that you want to change to another location.
    4. Select Copy.
    5. In the Copy line items window, choose any one of the options.
      Keep original location Line items for the selected quote are created and the source location is retained.
      Choose new location This action copies the quote line items to a new location.

      In the Service location filter, select the new location that you want the line items to be copied to.
      Note:
      Be sure to select Continue to copy only eligible lines for this location (exclude ineligible) within the Copy line items window.

      This selection copies the eligible line items to your new location and skips the line items that aren’t eligible. If the option isn’t selected, no quote line items are copied.

    6. Select Copy.
      The order lines are copied and added to the order line items list with a new location.