You can use Quick Copy to copy data from an existing quick copy data file to the company database of the SAP Business One company to which you are currently logged on. In this scenario, the quick copy data file is the source, and the company database you are currently using is the target.
You have backed up your company database within the previous two hours.
You have a valid quick copy data file available.
Top copy data from a file, do the following:
From the SAP Business One Main Menu, choose
.In the Implementation Tasks window, click Copy Data Between Companies.
The Quick Copy window appears.
In the Source or Target area, select the Copy from File radio button and choose the Browse button.
In the Open window, select the source quick copy data file from which you want to copy data.
Note
The target is the company database that you are currently using.
In the Copy Method area, select one of the following copy methods:
Add New Records and Update Existing Records – Adds new records and updates records with matching keys.
Add New Records Without Updating Existing Records – Does not update records with matching keys but adds new records.
Update Existing Records Without Adding New Records – Updates records with matching keys without adding new records.
Delete All Records Then Add New Records – Erases all existing records in the target database and adds new records.
In the Error Handling area, specify the response of the application when encountering errors. You can specify whether to continue or terminate the entire copy process if the application encounters either one or a specific number of errors when copying records.
Note
After completing the copy process, you can view detailed information about any errors that may occur in the copy log.
In the Copy Options area, specify the following:
When Copying Objects with Accounts – From the dropdown list, select the response of the application when copying objects with assigned accounts. The options are:
Use Accounts in Source – If the source accounts also exist in the target, then the application copies the account assignments from the object in the source to the object in the target. However, if the source accounts do not exist in the target, then the application encounters an error during the copy process.
Use Default Accounts in Target – The application assigns the default accounts in the target to the object, and does not copy the source assignments.
Note
If default accounts are not configured in the target company, and you select this option, then the account fields of the object in the target are empty after the copy process.
Caution
Account fields are mandatory for Credit Card objects. If default accounts are not configured in the target company, then the application encounters an error when copying Credit Card objects.
When Copying Empty Fields – From the dropdown list, select the response of the application when copying fields that are empty. The options are:
Do Not Overwrite Target Fields and Keep Original Values – If a field in the source is empty, then the application skips copying this field. The application keeps the original value of the corresponding field in the target, which remains the same before and after the copy process.
Overwrite Target Fields with Empty Values – If a field in the source is empty, then the application removes the value from the corresponding value in the target.
Force Backup Before Starting Copy Process – Select this checkbox if you want the application to require you to manually backup the target company database before beginning the copy process.
Choose the OK button.
Note
To display the copy options at any time, from the menu bar, choose
.In the Data Categories area, do the following:
To copy all records for a data category, select the corresponding checkbox for the data category.
To copy specific records for a data category, expand the data category, and then select an object. In the right-hand pane, select the records that you want to copy.
Choose the Import button.
If the data that you want to copy depends on other objects that you have not selected to copy, the Data Dependencies window appears, which displays a list of the objects on which the selected data is dependent.
In the Data Dependencies window, you can select additional objects to copy, which are required to successfully copy the selected data.
Caution
If you do not select all the objects in the Data Dependencies window, the application may encounter one or more errors during the copying process.
After selecting additional objects, choose the Continue button.
The application copies the selected data from the source quick copy data file to the company database that you are currently using.
The Quick Copy Log Category Details window appears, which provides a summary of the copy process.