Creating a group of new trade licenses

You can create a group of new trade licenses based on an existing trade license. You can copy selected information from the existing license to the new licenses, and you can link the licenses in a parent/child relationship. You also have the option of adding the new licenses to a trade license group, although this is not required.

Load the license you want in the Trade License InfoViewer.

Note: You can also create a group of trade licenses after starting a new license. Click the Group Add link after saving the new license.
Click Action and select Group Add.
Specify this information:

Create as a Group

Select this check box if you want the new trade licenses to belong to a license group. When you select this check box, the Group field is displayed. Use this field to specify an existing group or to enter the name of a new license group.

License Type

Specify the type of trade license that you want to add. The type of the current license is filled in automatically, but you can specify another license type.

# To Create

Specify the number of new trade licenses that you want to create.

Create Link to Source

Indicates whether the new trade licenses will be linked as children to the current trade license.

Copy Information

Select the check boxes for the information that you want to copy to the new trade licenses.
For example, you can copy application data, details, and attachments to the new applications.
Note: The ability to copy attachments is only supported if you are using an IPS provider in EDM Setup. For an IPS provider, group add will create new links to any existing attachment records in the ATTCHMT table that are associated with the source record.
For all other EDM providers, group add does not create links or copies of the attachments because the information needed to link an attachment to an application is stored in the EDM provider, not the database.

Copy Links

Select the check boxes for the links that you want to copy to the new trade licenses.
Click Save.