Manage Inactive Items When Copying a Service Order

You can use organization parameter EM 274 to control how inactive items are handled during the Copy Service Order process. An inactive item is defined as meeting at least one of the following conditions:

• The item is marked as inactive on the Resources screen.
• The item is marked as inactive on the price list.
• The item is not present on the new order's price list.

The Amount field on the organization parameter determines if an inactive item is copied during the Copy Service Order process. If the Amount value field is set to:

• 1, the inactive items are not copied.
• 2, inactive items are copied as new items at an Open status.
• 3, the inactive items are copied as new items at a Cancelled status.
• 4, the inactive items are not copied. An item is considered inactive when using this value if it meets one of the following conditions:
  • The item is marked as inactive on the Resources screen.
  • The item is marked as inactive on the price list and is a package/setup/menu header. Package/setup/menu details set to inactive are copied as active items if the package header is active.
  • The item is not present on the new order's price list.

To configure this organization parameter:

1. Click the Organization Parameters link from the Main Menu. The Organization Parameters screen opens.
2. Select organization parameter EM (application) 274 (code). If it is not present, see Adding an Organization Parameter.
3. Right-click and select Edit. The Edit Organization Parameter screen opens.
4. Enter the value for the desired behavior into the Amount field:
   • 1 - Inactive items are not copied.
   • 2 - Inactive items are copied as new items at an Open status.
   • 3 - Inactive items are copied as new items at a Cancelled status.
   • 4 - Inactive items are not copied and include package/setup/menu headers.
5. Click OK.