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Create a business process record by copying an existing record

You can copy an existing business process record to create another business process record of the same type.

The original data in all data entry fields, including line items (if applicable), will be copied. For most business processes, you will have the option to copy attachments to the new form. Other attached information, such as general comments, linked records, and linked uMails, will not be copied.

Note: The copied record will reflect the data found in the original record. Auto-populated fields will not be refreshed or recalculated.

In addition, you can restrict the line items to be copied and specify other copy options by using the Advanced copy option. The Advanced copy offers these options:

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Copy specific (rather than all) line items

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Include or exclude attachments

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Retain or remove references to records auto-created from an upper form

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Retain or remove references to records auto-created from line items (from all tabs)

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Include linked records

Note: These options are not available for Payment Applications.

Note: Business processes that have been auto-created and are currently in the Initiation step (prior to the Create step in the workflow) cannot be copied. You cannot copy these business processes until the record has been sent or is in a “finish edit” status.

To create a new business process record by copying another

Navigate to a business process log and select the BP record to copy.

Click the Copy button and choose:

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With Attachments to copy all file attachments from the original record to the new record. This includes attachments to line items.

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Without Attachments to create a new record without file attachments.

The Select Workflow window opens.

Note: Primavera Unifier will not display the Select Workflow window if:

a) this is a non-workflow business process, or
b) there is only one workflow schema you can choose for this business process

Choose the workflow schema to use and click OK.

The business process form opens. To complete the record, use the instructions under "Completing the Forms".

Oracle Corporation