Copying Account Groups

To copy an account group:

  1. From the Joint Venture Management module (G09J), click Joint Venture Setup, and then Account Groups.

  2. On the Work with Account Groups form, select an account group record that you want to copy, and then click Copy.

  3. On the Enter Account Group form, complete the required Account Group Name field.

  4. Optionally, you can enter a description for the account group and modify the account groups on the grid as needed.

  5. Click OK to save your changes.