Copying a Job with Configuration Information
To copy a job's configuration information to another job, select
the appropriate row in the Job Orders or Estimate Job Orders form, and select .
To copy a job's routing, BOM, and configuration information to another job, use the Copy Routing BOM form to copy the existing job to a new or existing job.
When Is Configuration Information Copied With a Job?
With the method, any configuration data that exists for the job is also copied.
With the Copy Routing BOM form:
- If you copy a job that includes configuration information to a new job, the configuration information is automatically copied to the new job, along with the BOM and routing information.
- If you copy a job that includes configuration information to an
existing job, the BOM and routing information are automatically copied.
The configuration information is copied only if all the following
conditions are true:
- The From job and the To job cannot be current.
- The From and To job types must be either Job or Estimate.
- The To job must be Firm when its job type is Job.
- The To job does not contain any subordinate jobs.
- Every operation of the From job will be copied to the To job. (Use the Starting and Ending Operation fields to set this.)
- Both material and labor will be copied to the To job.
- All operations and BOMs of the To job will be deleted or replaced. (Use the Option field to set this.)
Any attached documents that were generated through Infor CPQ are not copied. However, if you reconfigure a copied line item, any generated documents are attached after the configuration is complete.
If you copy a configuration that is on hold, the copy is also placed on hold.