The Unit Copy frame can be used to create a new unit or units by copying an existing unit. This can be very helpful when adding multiple units that have the same unit type and format.
To create a new unit from an existing one, type in a valid unit number from Unit Main in the Existing Unit Information section or double-click in the field to select one from the List of Values. The description, Status and Asset Type automatically display.
In the New Unit Information section, enter the No. of copies (max 99) you want to make and a new Unit number. This field has a limit of 30 characters.
You can select the checkbox to:
Copy Unit Description or Copy Unit Total Purchase price checkbox to copy the unit description or unit total purchase prices.
Copy Attachments checkbox to copy all attachments from the existing unit over to the copied unit.
Copy Customer checkbox to copy the customer associated with the existing unit.
Copy Unit Items checkbox to copy the unit items.
After all information has been entered, select the SAVE button at the top of the frame. Upon saving you will be redirected to the Unit Main frame where you can make any necessary changes to the unit or units that were created.
Note: The unit numbers will be generated in sequential order. For example if you choose to make four copies of a unit and the first number you type in is 881 – the remaining three units will be numbered 882, 883, 884.
Last Update: 09/20/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.