Copy Line Items

You can create a 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, select , and then select Copy.
  3. From the Line Item Details tab on the right pane, complete all the required fields.
  4. Select Save.

See Also

Adding and Managing Line Items

Adding Line Items

Editing and Deleting Line Items

Filtering the Line Item List

Line Item Consolidation

Grouping Line Items

Adding Line Item Attachments

Removing Line Item Attachments

Impact of Unique Values on BP Line Items


Last Published Friday, October 17, 2025