Creating a Copy of the Grid Matrix Template

You can create copies of a grid matrix template for the same item. All template and item information are copied, except for the template name. You can edit the details of the copy before saving the template.

To create a copy of a grid matrix template:

1. Go to the Grid Templates page.

   • If you are using an Administrator role, go to Lists > Grid Order Entry > Grid Templates.

   • If you are using other roles, read Roles and Permissions for Grid Order Management.

2. In the Grid Templates list, click View beside the grid template that you want to copy.

3. On the Grid Matrix Template page, click Make Copy.

   This button is only available in View mode.

4. On the template copy, enter a name for the grid matrix template.

   You can update the Name, Description, Available In, and Percent fields.

   You can also check or clear the Set As Preferred Grid Template box. By default, this box is checked and follows the setting on the preferred grid template preference. For more information, see Setting the Preferred Grid Template Preference.

5. Click Save.

For more information, see Creating a Single Grid Matrix Template.

Related Topics

• Setting Up Grid Matrix Templates
• Creating a Single Grid Matrix Template
• Editing a Grid Matrix Template
• Deleting a Grid Matrix Template
• Creating Grid Matrix Templates in Bulk
• Assigning a Preferred Grid Template

General Notices