Categories and Copy Methods
Use this table to understand which copy methods you can use with any particular category in the selection tree.
You can only select one copy method for the entire copying process.
The following list defines the individual copy methods:
· A – Replace all
· B – Update existing
· C – Leave existing and add new
· Add new with new code – this copy method is only used as alternative copy method. It cannot be selected manually but is automatically chosen by Copy Express.
If a chosen copy method cannot be used for a certain object, the system automatically switches to the alternative copy method.
Tree Item Title |
Transfer Between Different Localized Versions |
Prohibited Copy Methods |
Alternative Copy Method |
Queries |
Yes |
- |
- |
User-Defined Tables |
Yes |
- |
- |
User-Defined Fields |
Yes |
- |
- |
User-Defined Tables |
Yes |
- |
- |
Formatted Search Linked to User-Defined Fields |
Yes |
- |
- |
Formatted Search Linked to Std Fields |
Yes |
- |
- |
User-Defined Objects |
Yes |
- |
- |
Documents and Reports |
Yes |
- |
- |
Query Print Layouts |
Yes |
- |
- |
Users |
Yes |
- |
- |
Authorizations |
No |
- |
- |
Additional Authorization Creator |
No |
- |
- |
Company Display Settings |
Yes |
C |
B |
User Display Settings |
Yes |
C |
B |
Company Details |
Yes |
C |
B |
General Settings |
No |
C |
B |
Posting Periods |
No |
A,C |
B |
Document Numbering |
No |
- |
- |
Document Settings |
No |
- |
- |
Print-on- Add Settings |
No |
C, A |
B |
Alerts |
No |
- |
- |
Countries |
No |
- |
- |
Address Format |
No |
- |
- |
Approval Procedures |
No |
- |
- |
Currency Settings |
No |
- |
- |
COA Settings |
No |
C |
B |
Tax definition |
No |
- |
- |
Indexes |
No |
- |
- |
Transaction Codes |
No |
- |
- |
Banks |
No |
- |
- |
Credit Suppliers |
No |
- |
- |
Payment Methods |
No |
- |
- |
Dunning Levels |
No |
- |
- |
Payment Terms |
No |
- |
- |
Payment Blocks |
No |
- |
- |
Inventory Settings |
No |
C |
B |
Price List Setup |
No |
- |
- |
Commission Groups |
No |
- |
- |
Sales Employees |
No |
- |
- |
Projects |
No |
- |
- |
Sales Opportunities |
No |
- |
- |
Sales Stages |
No |
- |
- |
Partners |
No |
- |
- |
Competitors |
No |
- |
- |
Landed Costs |
No |
- |
- |
Customer Groups |
No |
- |
- |
Supplier Groups |
No |
- |
- |
BP Properties |
No |
C |
B |
BP Priorities |
No |
- |
- |
Items Groups |
No |
- |
- |
Item Properties |
No |
C |
B |
Warehouses |
No |
- |
- |
Length and Width UoM |
No |
- |
- |
Weight UoM |
No |
- |
- |
Custom Groups |
No |
- |
- |
Manufacturers |
No |
- |
- |
Shipping Types |
No |
- |
- |
Locations |
No |
- |
- |
Inventory Cycles |
No |
- |
- |
Templates |
No |
- |
- |
Package Types |
No |
- |
- |
Territories |
No |
- |
- |
Predefined Text |
No |
- |
- |
Account Segmentation |
No |
- |
- |
Segment Codes |
No |
- |
- |
COA Titles |
No |
C, B |
A |
Accounts |
No |
C, B |
A |
G\L Account Determination |
No |
C, A |
B |
G\L Settings for Banks |
No |
C, A |
B |
G\L Settings for Credit Cards |
No |
C, A |
B |
G\L Settings for Inventory |
No |
C, A |
B |
G\L Settings for Tax definitions. |
No |
C, A |
B |
Budget |
No |
- |
- |
Financial Report Templates |
No |
- |
- |
Credit Cards |
No |
- |
- |
Credit Card Payments |
No |
- |
- |
Credit Card Payment Methods |
No |
- |
- |
BP General Information |
No |
- |
- |
BP Accounts |
No |
- |
- |
BP Addresses |
No |
- |
- |
Contact Persons |
No |
- |
- |
BP Banks |
No |
- |
- |
Items |
No |
- |
- |
Alternative Items |
No |
- |
- |
BP Catalog Numbers |
No |
- |
- |
Price Lists |
No |
C |
Cancel |
Special Prices for BP |
No |
- |
- |
Discount Groups |
No |
C |
Cancel |
Price Hierarchies |
No |
- |
- |
Bill of Materials |
No |
- |
- |
Forecasts |
No |
- |
- |
Defaults |
No |
C |
Cancel |
Default Layouts |
Yes |
C |
Cancel |
Default Series |
No |
C |
Cancel |
Manual Journal Entries |
No |
A, B |
Add new with new code |
Opening Balances |
No |
A, B |
Add new with new code |
Stock Posting (Inv. Tracking) |
No |
A, B |
Add new with new code |
Initial Quantities |
No |
A, B |
Add new with new code |