Copy Supplier Defaults From One Area to Another

The Purchasing Activities screen allows the user to copy the default supplier information from one area to another for a particular activity, or set of activities, within the Purchasing Activities screen.

To copy a supplier's default information to an activity in a different area:

1. Within the Purchasing Activity screen, click on the purchasing activity to copy. (Multiple activities may be selected to copy to the same area.)

2. Right-click and select Copy Defaults from Area to Area.

3. Or, select the Copy Defaults from Area to Area icon.

4. Under Source Area, select the area from which the activity will copy.

5. Under Destination Area, select the area to which the activity will copy.
   
   
   
    

6. Click OK. Opening the destination area using the Areas/Phases toolbar should display the newly-copied activity within the Purchasing Activities screen.

 Related Topics

Overview of Purchasing Activities

PO Index

Reset Release Code

Link a Purchasing Activity to a Scheduling Activity

Master Purchasing Activity

Assign a Trade

Assign Default JC Code

Assign Default JC Category

Select Location Sort

Select Option/WBS Sort

Include Selections

Document Types for E-mail

Add a Note

Assign Default Supplier

Adjusting Columns in the Grid

Fill Data Left/Right

Fill Data Up/Down

Print Purchasing Activities Default Report