Copying a Document (Initiating a Document Based on Another)

  1. Select a document from the Maintenance menu tab.

  2. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click Description: buttonsmall_search.

    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.

    Description: WorBC59

  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.

    Description: WorF7F3

    For information about requirements for the Edit tab, see the help documentation for the appropriate document type.

  6. Click Description: buttonsmall_submit.

  7. Review the Route Log tab.

    For more information about the Route Log tab, see Route Log.
  8. More:

    Editing a Maintenance Document