Copying Services from Model Specifications or Documents

Use

By using the service selection, you can copy numerous services from an existing bill of services (BOS) to a newly-created sales document. You can either copy individual service lines, or complete outline levels.

To select services, you can use the following sources:

Procedure

Copying Service Lines

  1. Select Service Selection .

    The Service Selection dialog box is displayed.

  2. Enter the model specification or the document from which you want to copy services.

    If you do not know the number of the model specification or document, you can search for one using .

  3. If you want to copy a BOS completely, select .

  4. If you want to branch to the selected BOS, select .

  5. Select the required service line(s) in the selected BOS.

  6. Select Services to copy the service lines.

    You return to the current BOS.

Copying Outline Levels with Service Lines

Caution Caution

You can only perform this process if you create a new BOS that does not yet have an outline.

End of the caution.

  1. So that you can copy outline levels completely or partially, you must show the Outline Layout by choosing .

  2. Select Service Selection .

    The Service Selection dialog box appears.

  3. Enter the model specification or the document from which you want to copy services.

    If you do not know the number of the model specification or document, you can search for one by choosing .

  4. If you want to copy a BOS completely, choose .

  5. If you want to branch to the selected BOS, choose .

  6. Choose the required outline level in the selected BOS.

  7. Choose Outline Path .

    The system copies the complete subhierarchy, including the service lines below it, into the current BOS.

    You return to the current BOS.