Copy Existing Items to New Items

You can group items with similar settings in an item catalog. When you add a new item, to save time, you can use the Copy Item function to copy an existing item to use as a template for a new item.

To copy existing items to new items

  1. Choose the Search for Page or Report icon, enter Items, and then choose the related link.

  2. Select the item that you want to copy, and then choose the Copy Item action.

  3. On the Item Copy page, fill in the fields as described in the following table.

    Field Description
    Source Item No. Sets the item number from which the data is to be copied.
    Target Item No. Sets the item number for the item to which the data is to be copied.
    Target No. Series Sets the item number series to which the data is to be copied.

    Note

    You can specify an item number in the Target Item No. field or in the Target No. Series field. The copy item will be assigned to the next available number in that number series.

  4. Select the appropriate check boxes for the data that you want to copy.

  5. To copy your selections to the new item, choose the OK button.

See Also

Setting Up Inventory