Copying a Document (Initiating a Document Based on Another)
1. Select a document from the menu.
2. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click Search button.
For more information
about lookup, see Field Lookup.
3. Click the copy link in the Actions column corresponding to the table value you want to copy from.
4. Complete the standard tabs -- Document Overview tab, Notes and Attachments tab, or Ad Hoc Recipients tab as needed.
For information about
the standard financial transaction tabs such as Document Overview, Notes and Attachments, and
Ad Hoc Recipients,
Route
Log tabs, see Standard Tabs.
5. Complete the New Copy section in the Edit tab.
For information about
requirements for the Edit tab, see the help documentation
for the appropriate document type.
6. Click Submit button.
7. Review the Route Log tab.
For more information
about the Route Log
tab, see Route Log.
Editing a Maintenance
Document