Copying Sales Advisor Included Document Types

To copy sales advisor included document types:

1. Access the Copy Sales Advisor Included Document Types form.

   Form Name	Form ID	Navigation
   Work With Sales Advisor Included Document Types	W42X001C	Sales Advisor Setup (G42X41). Select Sales Advisor Included Document Types (P42X001).
   Copy Sales Advisor Included Document Types	W42X001A	Select a row for a specific Sales Advisor feature on the Work With Sales Advisor Included Document Types form. Click Copy.

2. On the Copy Sales Advisor Included Document Types form, enter values from UDC 00/DT in the Document Type field.

   Enter all required order types for the Sales Advisor feature.

3. Click OK.

   Note: When you click OK, the system issues the error message "Duplicate key not allowed." Thus, the system skips the duplicate document type values that existed for the Sales Advisor feature and saves the new (non-duplicate) document type values entered on the form.

4. Click Cancel.

5. Click Find.

   Verify the included document types for the Sales Advisor feature on the Work With Sales Advisor Included Document Types form.

6. Click Close.