Copying the item data

Instead of creating new items based on the item defaults, you can also create new items by copying existing items.

These copying scenarios are available:

• Copy an item
• Copy an item within a site
• Copy an item within an office
• Copy an item from one site to another
• Copy an item from one office to another
• Copy all items from one site to another

Copy an item

You can use the Copy Item Data (tcibd0205m000) session to copy a source item to a new (target) item. All global item data of the source item is copied, including the global item data by subentity, such as the item-sales or item-production data.

If you select the Items by Site and Items by Office check box in the Copy Item Data (tcibd0205m000) session, all local item data (by site and office) of the source item is also copied, including the local item data by subentity.

Copy an item within a site

Within a specific site, you can use the Copy Item Data by Site (tcibd1250m000) session to copy the item by site data of a source item to a target item. The target item for which the item by site data is created, must be available in the Items (tcibd0501m000) session.

All item by site data of the source item is copied, including the item data by subentity for the site.

You can start the Copy Item Data by Site (tcibd1250m000) session standalone, or from the Items by Site (tcibd1550m000) session by selecting a record and then clicking the Duplicate button.

To copy only the item-purchase, item-sales, or item-service data within a site:

1. Sort the view by Item in the Items - Purchase by Site (tdipu0181m000), Items - Sales by Site (tdisa0181m100), or Items - Service by Site (tsmdm2120m100) sessions.
2. Select the sites to which you want to copy the item data.
3. Click the Copy records from one group to another button.

   One of these sessions is started:

   • Copy %%1$s (tdgen0281m000), for item-purchase and item-sales data.
   • Copy Service Item Data (tsmdm2280m000), for item-service data.
4. In one of these copy sessions, select a target item to which to copy the item by site data of the source item.

Copy an item within an office

Within a specific office, you can copy the item by office data of a source item to a target item. The target item for which the item by office data is created, must be available in the Items (tcibd0501m000) session.

To copy item data within an office:

1. Sort the view by Office in the Items - Purchase by Office (tdipu0181m100), Items - Sales by Office (tdisa0181m000), or Items - Service by Service Office (tsmdm2120m000) sessions.
2. Select the item record whose data you want to copy.
3. Click the Duplicate button.
4. Select a target item from the Items (tcibd0501m000) session to which the item by office data of the source item is copied.

Alternatively, to copy an item within an office:

1. Sort the view by Item in the Items - Purchase by Office (tdipu0181m100), Items - Sales by Office (tdisa0181m000), or Items - Service by Service Office (tsmdm2120m000) sessions.
2. Select the offices to which to copy the item data.
3. Click the Copy records from one group to another button.

   One of these sessions is started:

   • Copy %%1$s (tdgen0281m000), for purchase offices and sales offices.
   • Copy Service Item Data (tsmdm2280m000), for service offices.
4. In one of these copy sessions, select a target item to which to copy the item by office data of the source item.

Copy an item from one site to another

You can copy an item from a source site to a target site. The source item whose item data is copied, must be available in the Items by Site (tcibd1550m000) session. The target site for which the item by site data is created, must be available in the Sites (tcemm0150m000) session. All item by site data of the source item is copied, including the item data by subentity for the site.

To copy an item from one site to another:

1. Select an item record in the Items by Site (tcibd1550m000) session.
2. Click Copy Item to Site on the appropriate menu of the Items by Site (tcibd1550m000) session.
3. Specify your target site data in the Copy Item to Site (tcibd1251m000) session and click Copy.

To copy only the item-purchase, item-sales, or item-service data from one site to another:

1. Sort the view by Site in the Items - Purchase by Site (tdipu0181m000), Items - Sales by Site (tdisa0181m100), or Items - Service by Site (tsmdm2120m100) sessions.
2. Select the item records whose data you want to copy.
3. Click the Copy records from one group to another button.

   One of these sessions is started:

   • Copy %%1$s (tdgen0281m000), for item-purchase and item-sales data by site.
   • Copy Service Item Data (tsmdm2280m000), for item-service data by site.
4. In one of these copy sessions, select the target site to which to copy the item data.

Copy an item from one office to another

You can copy item by office data from a source office to a target office. The target office for which the item by office data is created, must be available in the Purchase Offices (tdpur0112m000), Sales Offices (tdsls0512m000) or Service Offices (tsmdm1100m000) sessions.

To copy an item from one office to another:

1. Sort the view by Office in the Items - Purchase by Office (tdipu0181m100), Items - Sales by Office (tdisa0181m000), or Items - Service by Service Office (tsmdm2120m000) sessions.
2. Select the item records whose data you want to copy.
3. Click the Copy records from one group to another button.

   One of these sessions is started:

   • Copy %%1$s (tdgen0281m000), for purchase offices and sales offices.
   • Copy Service Item Data (tsmdm2280m000), for service offices.
4. In one of these copy sessions, select the target office to which to copy the item data.

Copy all items from one site to another

You can copy all items from a source site to a target site. The source items whose item data is copied, must be available in the Items by Site (tcibd1550m000) session. The target site for which the item by site data is created, must be available in the Sites (tcemm0150m000) session. All item by site data of the source items is copied, including the item data by subentity for the site.

To copy all items from one site to another:

1. Start the Items by Site (tcibd1550m000) session.
2. Click Copy Item to Site on the appropriate menu of the Items by Site (tcibd1550m000) session. Do not select any record.
3. Specify the target site data in the Copy Item to Site (tcibd1251m000) session and click Copy.