Copy Line Items

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 line items from the same form:

  1. In a business process form, select a line item tab.
  2. Select a line item to copy and select > Copy.
  3. From the Line Item Details tab on the right pane, complete all the required fields.
  4. Click Save.

See Also

Adding and Managing Line Items

Adding Line Items

Editing and Deleting Line Items

Line Item Consolidation

Grouping Line Items

Removing Line Item Attachments



Legal Notices | Your Privacy Rights
Copyright © 1998, 2022

Last Published Monday, April 11, 2022