Copy Line Items

You can create a line item by copying an existing line item. You can choose to include any attachments that are on the source line item; however, any links the line item has to other records will not be copied.

To copy line items from the same form:

1. In a business process form, select a line item tab.
2. Select a line item to copy, select , and then select Copy.
3. From the Line Item Details tab on the right pane, complete all the required fields.
4. Select Save.