Job No.

Enter the number of the job that you want to copy from. Choose the field to see a list of available jobs.

Job Task No. From

To copy planning lines for a certain range of job tasks, enter the first job task number to be copied from in this field. Only planning lines with a job task number equal to or higher than the number specified in this field will be included.

Job Task No. To

To copy planning lines for a certain range of job tasks, enter the last job task number to be copied from in this field. Only planning lines with a job task number equal to or lower than the number specified in this field will be included.

Source

Select the basis on which you want the planning lines to be copied. If, for example, you want the planning lines to reflect actual usage and invoicing of items, resources, and general ledger expenses on the job you copy from, then select Job Ledger Entries in this field. If you want to copy no job planning lines, select None.

Incl. Planning Line Type

Specify the planning line type that you want to copy from. The options are:

• Schedule: Only lines of type Schedule or type Both Schedule and Contract are copied.
  
• Contract: Only lines of type Contract or type Both Schedule and Contract are copied.
  
• Schedule +Contract: All planning lines are copied.
  

Note
You only need to fill in this field, if you selected Job Planning Lines in the Source field.

Incl. Ledger Entry Type

Specify the job ledger entry type you want to copy from. The options are:

• Usage+Sale: All job ledger entries are copied, regardless of type. Entries of type Usage are copied to new planning lines of type Schedule. Entries of type Sale are copied to new planning lines of type Contract.
  
• Usage: All job ledger entries of type Usage are copied to new planning lines of type Schedule.
  
• Sale: All job ledger entries of type Sale are copied to new planning lines of type Contract.
  

Note
You only need to fill in this field if you selected Ledger Entries in the Source field.

Starting Date

To copy planning lines or ledger entries for a specified period of time, enter the starting date of that time period in this field. Only planning lines or ledger entries with a planning date on or after the starting date will be included.

Ending Date

To copy planning lines or ledger entries for a specified period of time, enter the ending date of that time period in this field. Only planning lines or ledger entries with a planning date on or before the ending date will be included.

Job No.

Enter the number of the job that you want to create. If you leave this field blank, the next number from the job numbering series is assigned to the job.

Job Description

Enter a description for the job you want to create. You can enter a maximum of 50 characters, including spaces.

Bill-To Customer No.

Enter the number of the Bill-To Customer that you want to assign to the copied job. Choose the field to see a list of available customers.

Copy Job Prices

Select to copy Item Prices, Resource Prices, and G/L Prices from the job that you specified in the Copy from section.

Copy Quantity

Select to copy the quantities to the new job.

Copy Dimensions

Select to copy the dimensions to the new job and job tasks.