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How to: Copy Existing Items to New Items

You can group items with similar settings in an item catalog. When you add a new item, to save time, you can use Copy Item to copy an existing item to use as a template for a new item.

To copy existing items to new items

  1. In the Search box, enter Items, and then choose the related link.

  2. Select the item that you want to copy, and then, on the Actions tab, in the Functions group, choose Copy Item.

  3. In the Item Copy window, fill in the fields as described in the following table.

    Field Description

    Source Item No.

    Sets the item number from which the data is to be copied.

    Target Item No.

    Sets the item number for the item to which the data is to be copied.

    Target No. Series

    Sets the item number series to which the data is to be copied.

    Note

    You can specify an item number in the Target Item No. field or in the Target No. Series field. The copy item will be assigned to the next available number in that number series.

  4. Select the appropriate check boxes for the data that you want to copy.

  5. To copy your selections to the new item, choose the OK button.

See Also

Other Resources

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