Copying Quotes or Existing Buying Agreements

You can copy quotes or existing buying agreements to new buying agreement.

  1. In Add mode, click the Copy link on the Buying Agreement Form page to copy from an existing buying agreement or from a quote.

    Select Quotes or Buying Agreements.

  2. Select the quote on the Quotes by Customer page or buying agreement on the Buying Agreements by Customer page from which you want to copy information.

    Select whether to copy the header, all or some on the lines for the quote or buying agreement.

  3. Use the Quote Lines page or Buying Agreement Lines page to copy the individual lines to the buying agreement.

Page Name

Definition Name

Usage

Buying Agreement Form Page

SCON_HDR1

Use the Buying Agreement Form page to begin entering buying agreement header information.

Quotes by Customer Page

SCON_QUOTE_SEC

Copy quotes to a new buying agreement.

Buying Agreement Form Page

Quote Lines Page

SCON_QUOTE_LINE

Copy quote lines from an existing buying agreement to a new one or view the quote lines.

Buying Agreement Form Page

Buying Agreements by Customer Page

SCON_CUST_SEC

Copy an existing buying agreement to a new buying agreement.

Buying Agreement Form Page

Buying Agreements Lines Page

SCON_CUST_LINE

Copy lines from an existing buying agreement to a new one or view line information.

Select a buying agreement to copy from the Buying Agreements by Customer page, and select Selective in the dialog box that appears.

Buying Agreement Form Page