Copying a Record

To copy a line:

  1. Open the application where you want to copy a particular line.
  2. Once you have opened the application screen, search for the record that you want to copy.
    You can use Query in the table window to search for it.
  3. When the selected line is displayed, select it and go to Line > Copy Record or click the Copy drop-down on the table window and select Copy Record. The other options in the Copy button are:
    OptionDescription
    Copy Data to Insert into Excel Use this option to copy the line to Microsoft Excel.
    Copy Data to Paste into New Record(s) Select this to copy the line into another parent record.
    Paste Data Select this if you just copied a line and want to paste it on the table window.
  4. Enter primary key(s) and any other information that you want to change.
  5. Click Save.