Understanding Account Balance Copy
You can copy account balances from one amount or unit type (original or quoted) to another when entering or updating detail line items on change requests. For example, after you enter an amount in the Cost Original field, you can copy the amount to the Cost Quoted field and can copy the amount in the Cost Quoted field to the Cost Final field. Copying amounts and units saves data input time and assures that you do not transpose amounts.
When you use the Copy Amounts option on the Form menu, you copy amounts and units for all of the account types and for all of the lines on the change request. For example, suppose that a change request has:
Two detail lines with cost accounts.
Two lines with revenue accounts.
Two lines with both subcontract and revenue accounts.
When you use the Copy Amounts, Original to Quote option from the Form menu, the system copies the amount or units in the Original field to the Quoted field for all six detail lines. Any existing amount in the Quoted field is overwritten with the new amount.
When you use the Copy Amounts option on the Row menu, you copy amounts and units for all of the account types on the line that you select. The system overwrites any existing amounts and units.