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Duplicate a File and Modify the Content

Several elements can be duplicated in the solution. The presence of this icon on the screen indicates that you can duplicate the record you are on. You will generally find the clipboard icon in the lower part of your screen. It is part of this group of icons.

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Click on the icon to generate the duplicate record. Then, in the new record, modify  the information that differs from the original one, notably the code of the latter.

Keep in mind that even in cases where almost all of the information contained in the newly generated record must be identical to that in the source one, the Code assigned to it must remain UNIQUE and there must also be some differences between the information in the original record and that in the newly created record.

Note: It should not be possible to find 2 perfectly identical records with 2 different Codes, since a code must designate a customer, a supplier, a product, a service, an employee, etc., that is UNIQUE.

In the following example, we are going to create a copy of the file of a customer, and thus generate the file of a new customer, a neighbor of the latter. 

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Let's first go to the record to be copied, and scroll down to see the section where the icon is located.

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After clicking on the icon, you will be asked to confirm your choice: "Are you sure you want to duplicate this file?" Click on Yes and the system will create the duplicate record below for you.

 

Next, all you have to do is make all the necessary changes in the new record thus created in order to make it a unique record, which contains all the information relating to your new client.

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Note: In the new record, the system has kept the same code as in the original record, but with the addition of the suffix "-COPY", in order to ensure the impossibility of creating a duplicate for this data. It is therefore your responsibility to assign a new code to any new record created this way.

 

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