Copy an Item Version

Contents

Overview

Copying an item in the item catalog is one way to create new items. Copying an item can be helpful when you need to create several new items with the same vendor information, for example.

When you copy an item in the item Catalog, Supply Chain does not create the item inventory record, however. You still need to assign the item to an asset location, either through Mass Item Assignment or from the item catalog menu Assign to Asset Location option.

Security

• To be able to copy item catalog information, you must have the appropriate permissions set in your user profile. The role object "Catalog" controls authority over item catalog maintenance. Specifically, the "Catalog" role object (Maintain Item Catalog) must have its security level set to Create to copy an item, and must be included in the role that is assigned to your User ID.
• To access organization, department, or asset location data, the organization, department, or asset location must be included in your data profile.

To copy an item:.

1. From the main Contents, select Inventory > Item Catalog.
   The Item Catalog list appears.
2. Locate the item that you want to copy.
3. Next to the item, click Menu > Copy.
   The Item Catalog edit panel is displayed. The page shows New instead of Edit to indicate that a new item is being created, and you are not simply editing the displayed information.

4. Replace values in fields as needed for your new item.
   
5. Click Submit.

Note: You can enter an item number in the Item No field, or leave the field blank. If you leave the field blank, when you click Submit, the system will generate the item number.

Important: To be activated, an item record must contain complete Item Vendor information, and the Primary Supplier of the item must be set. Until this
information is available in the item record, the system shows the Item Status as Incomplete, and will not let you change the Item Status to Active.

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