Copying Records

Copying a record, rather than creating a new one, and then modifying it, can often save time in repetitive data-entry tasks.

To copy a record:

Select the record to copy.
Perform one of these actions:
- Select Actions > Copy.
- Right-click the row and select Copy.
A copy of the selected record is inserted.
Edit the record as needed. You must change the primary key value; for example, if you copy an item record you must change the item ID to be unique.
Save the record.

Note:

If the record contains a field with a number that is automatically assigned and cannot be manually changed, the system assigns the next available number to the copied record when you save it.
If the record contains a field with a number that is automatically assigned but which can be changed manually, the number is duplicated in the copied record. You can update the value manually before you save the record. To allow the system to assign the next available number automatically, make the field blank before you save the record.