Copy Configuration

Explanation

The Copy Configuration From dialog box allows you to copy an already existing configuration instead of creating a new one. It is then possible to use this configuration as is, or as a basis for a new configuration.

In this dialog box you can specify the selection of configurations by entering the customer order number/sales quotation number/business opportunity number, site, part number, etc. The result of the selection is displayed in the lower part of Copy Configuration From where you can select the configuration of your choice.

Prerequisites

System Effects

As a result of this activity, an existing configuration along with the default pricing information is copied to the line.

Window

Customer Order
Customer Order Lines
Sales Quotation
Sales Quotation Lines

Business Opportunity
Business Opportunities

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order Lines
Sales Quotation
Sales Quotation/Order Lines
Sales Quotation Line
Copy Configuration From
Package Structure (Customer Order)
Package Structure (Sales Quotation)
Business Opportunity
Business Opportunity/Opportunity Lines

Procedure

  1. Select the line to which you want to copy the configuration.
  2. Right click and point to Configuration, then click Copy From. The Copy Configuration From dialog box opens.
  3. Enter one or more required search criteria in the From area of the Copy Configuration From dialog box and click Populate. The records that satisfy the specified search criteria will be displayed in the lower part of the dialog box.
  4. Select the required configuration from the records displayed.
  5. Click OK.
  6. Click Save to save the changes.