Copying a Reference Item

If you are adding a new item that is similar to another item already saved in the database, you can save the time it would take to enter all the item detail information by creating a copy of the existing item and assigning it either a new Reference Item ID or a new Spec Book. You can then make any minor changes required in the new item.

Follow these steps to make a copy of an item:

1. Navigate to the Reference Data component and click the Items link.

2. Locate the item you want to copy on the Item Overview component.

3. Select Copy from the Actions menu on the item row.
   
   The system takes you to the Add Item component. All fields contain values copied from the source item row.

4. Click in the New Reference Item ID field and type an ID for the new item.
   
   Note: You can use the same Reference Item ID as the source reference item as long as you specify a different Spec Book in the next step.

5. Click in the New Spec Book field and type the correct specification book for the new item.

6. Change the values in other fields as required for the new item.

7. Click Save.

The system validates the new Reference Item ID and Spec Book and adds the new item to the list of reference items. All the information for the source reference item is copied to the new item with the following exceptions:

• The Last Updated Date and Last Updated By fields are cleared.

• The Created Date field is populated with the current date.

• The Created By field is populated with your User ID.

Related topics:

Maintaining Item Information