To create a transaction by using the Copy action on the Transaction Catalog, perform these steps:
From the Transaction Catalog, search for the transaction or transaction template that you want to copy to create your new transaction. (Additionally, you can create a copy while within a transaction by selecting the Copy action from the transaction menu.)
Select the Copy action from the row-level menu for the transaction that you want to copy. Result: The Copy Transaction page appears.
Enter values in the fields in the Target Transaction section of the page. The Target Transaction must be a transaction of the same code as the transaction being copied. Transaction Dept and Transaction ID (except when Auto Numbering is checked) are required fields for the Target Transaction section.
Select the Copy Transaction button. Result: CGI Advantage opens a new Draft transaction that is the same Transaction Code as the original transaction.
Refer to the "Copy Transaction" topic for additional information about this page and the options available for this function.