Using the Advanced Copy option, you can copy specific (rather than all) line items, as well as include or exclude attachments, include linked records, and retain or remove references to auto-created records or line items. These copy options are set up by your administrator and will appear in a list you can choose from in this procedure.
If no copy options have been created, the Advanced menu option will be disabled.
To restrict line items using the Advanced copy option
| 1 | Navigate to a business process log and select the BP record you want to copy. |
| 2 | Click the Copy button and choose Advanced. The Select a record copy option window opens, showing a list of the copy option setups that were created by your administrator. |
Note: If your administrator has set up only a single copy option, you will not see the Select a record copy option window. Primavera Unifier will use the single copy option it finds to copy the record.
| 3 | Select the copy option you want to use and click OK. |
Primavera Unifier copies the record using the line item restrictions and other options from the copy setup you chose.
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