You can use the Copy with Conditions option (from the gear menu (
) next to the record) to copy a specific line item, rather than copying all line items. You can use this option to also:
- Include, or exclude attachments
- Include linked records
- 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 that you can choose from.
If no copy options have been created, then the Copy with Conditions sub-menu option will be disabled.
To restrict line items using the Copy with Conditions option:
Note: The following is applicable to Company, Project/Shell, and master logs. This option is not available in the Tasks log.
- Click to select a BP and open the BP log.
- Click the gear menu () next to the record that you want to copy and click to select Copy with Conditions.
- Follow the prompts to complete copying your record for use.