You can create a new line item by copying an existing line item. You can choose to include any attachments that are on the source line item; however, any links the line item has to other records will not be copied.
To copy a line item
1 | In the business process form, select the line item to copy. |
2 | Click Copy, and choose Copy Line Items. |
3 | A confirmation window opens. To copy any attachments from the original line item to the new line item, click Yes. To ignore any attachments, click No. |
4 | The Line Item window opens, with the original line item fields filled in. You can leave the data as is or make necessary changes. |
5 | Click OK to close the window. |
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