Copying Account Balances

Access the Change Request Entry form.

  1. On the Change Request Entry form, click the Display tab and select the column types with accounts that you want to copy.

  2. Select one of these actions:

    • To copy all account types on all lines, select Copy Amounts from the Form menu, and then select either Original to Quote or Quoted to Final.

    • To copy all account types on a specific line, select the line with which you want to work. From the Row menu, select Copy Amounts, and then select either Original to Quoted or Quoted to Final.