Copy opportunity line items to a location

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • Duplicate existing line items to another location using Copy on the Line items tab.

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. Navigate to the Listlist icon view and select Opportunity-All.
    2. From the Opportunity List view, select the opportunity you want to work with and select the Line Items tab.
    3. Select one or more opportunity line items that you want to copy to another location.
    4. Select Copy.
    5. In the Copy line items dialog box, choose one of the options.
      OptionDescription
      Keep original location New line items for the selected opportunity are created and the source location is retained.
      Choose new location This copies the 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:
      Select the Continue to copy only eligible lines for this location (exclude ineligible) option in 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 this option isn’t selected, no opportunity line items are copied.

    6. Select Copy.