Copy locations for quote line items

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All
    3. Select the quote to work on and select the Line Items tab.
    4. Select one or more quote line items that you want to copy to another location.
    5. Select Copy.
    6. In the Copy line items dialog box, choose one of the options.
      OptionDescription
      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.
      Nota:
      Be sure to select Continue to copy only eligible lines for this location (exclude ineligible) within the Copy line items dialog box.

      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.

    7. Select Copy.