Copying a DCD Product
If users need to create multiple DCD products that have
similar setups, Personify offers a Copy Product functionality to make this
process easier and less time-consuming. The Copy Product functionality allows
you to take the setup of an existing DCD product and copy over any or all of
its parameters, including GL accounts and pricing setups, by simply checking
off the parameters you want to recreate for the copied product.
Note: This functionality is
available for all product types and appears as a task (Copy this Product)
through the Related Tasks task category when viewing a product on its Product
Maintenance screen.
The Copy Product screen consists of two tabs:
- New
Product to be Created
Used to set up general product information,
such as Product Code, and Product Description.
- Copy
Parameters
Used to define the parameters that should be
copied from the old product to the new products. The Copy Parameters
functionality allows users to copy any or all parameters of a product.
Note: The only value that must be new
is the Product Code.