Copy locations for quote line items

  • Release version: Xanadu
  • Updated October 8, 2024
  • 1 minute to read

    • Agents can use the copy location function to change the location of multiple quote line items in Quote Management.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. From the Quote List, select the quote you want to work with and select the Line Items tab.
    3. Select one or more quote line items that you want to copy to another location.
    4. Select Copy.
    5. In the Copy line items window, choose any one of the options.
      Keep original location Line items for the selected quote are created and the source location is retained.
      Choose new location This action copies the quote line items to a new location.

      In the Service location filter, select the new location that you want the line items to be copied to.
      Note:
      Be sure to select Continue to copy only eligible lines for this location (exclude ineligible) within the Copy line items window.

      This selection copies the eligible line items to your preferred location and skips the line items that aren’t eligible. If the option isn't selected, no quote line items are copied if any line item is ineligible.

    6. Select Copy.