Copy a line item from the same form

 

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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