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
- In the business process form, select the line item to copy.
- Click Copy, and choose Copy Line Items.
- 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.
- The Line Item window opens, with the original line item fields filled in. You can leave the data as is or make necessary changes.
- Click OK to close the window.