Copying company records

You can duplicate an existing company record. Upon duplication, a copy of the existing record is created with the same values except for the Company field that is left blank.

About this task

If your system administrator selected the Automatically Add Companies to Company Master check box in the Sets application, you can duplicate an existing company record in the Companies application. If not, use the Company Master application to duplicate the record. Selecting the Automatically Add Companies to Company Master check box also creates a company master record each time you duplicate an existing company record.

Procedure

  1. In the Companies application, display the record you want to duplicate.
  2. Select the Duplicate Company action.
  3. In the Company field, type an identifier.
  4. Optional: Modify other fields.
  5. Click Save Company.