Copying a Copy Record

You can create a new copy record by copying and editing an existing copy record. When you copy a copy record, you can also duplicate all the item records associated with that copy record.

To copy a copy record

1 Open the List Copy Records window that has the copy record that you want to copy. (For instructions, see Displaying Information about Trackable Items.)
2 Highlight the copy record that you want to copy.
3 Choose File, Copy Record.

Horizon displays a copy of the record that you chose with a blank Copy No. field.

4 Edit the copy record in some way so that you can save it as new.

Horizon cannot save an identical copy record. (For instructions on what information belongs in each field, see Creating Item Records.)

5 Save your changes.

Horizon opens a message box that asks if you want to duplicate the items associated with that copy record.

6 Choose one of these options:
If you want Horizon to copy the copy record and the existing items, and attach the duplicated items to the copy record before returning to the Edit Copy Records window, click Yes.
If you want Horizon to copy only the copy record before returning to the Edit Copy Records window, click No.

If you duplicated the items as well as the copy record, Horizon updates the Count column with the items after you close and reopen the copy list.

 


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