This section describes how to use the duplicate function as an alternative to the Add Line Item button when adding line items to a request. The copy functionality is applicable for both Free Text, Non-Catalog and Catalog Line Items. If you would like to start from the request process from the Homepage, refer to additional sections of the Create a Request chapter.
- From the Create a Request screen, find the line item you would like to duplicate, and click the copy (paper) icon on the right. Your line item will be duplicated.
- To update the information like Description, Accounting, and Quantity, click on the linked Description of the line item.
- The Line Item Detail screen will open up. Make the necessary changes to the Line Item. (not pictured)
- Click the Save Item (not pictured) Your updates will reflect in the Line Item Overview like the example below.