Copying processes, sub processes, and tasks

  1. Select Financials > Shared Processes > Close Management > Setup > Close Setup > Manage Process.
  2. On the Manage Process tab, select a process, sub process, or task and click Copy.
  3. Specify this information:
    Note: The default information is based on the process or sub process that you are copying. You can edit the fields to override the default values:
    Name
    Specify a name for the new process or sub process.
    What To Copy
    Select Just This Process or This Process And Its Children.
    Parent
    If you are copying a sub process, select the parent process that the new copied sub process will be a child of.
  4. Click OK.