Copy a Unit Record

You can copy and modify an existing unit record from other unit tables in your database to create a new unit record. When you copy a unit record, Vision copies the existing unit number to the new unit record. You cannot copy a unit record if an existing row in the target table already has the unit number assigned.

If you use the Multicompany feature, you can copy unit records from tables belonging to other companies in your firm. If any accounts for the unit record are not valid for the active company, the accounts do not copy and the associated account fields are blank — you must enter valid account numbers in the blank fields. Credit project, phase data, and task data does not copy to the new unit record.

To copy a unit record, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Units.
2. Use the Unit Table Lookup to select and open the unit table to which you want to copy the unit record.
3. On the Units form, click Copy.
4. On the Copy Units dialog box, select the units that you want to copy. You cannot copy a record if an existing row in the target table already has the unit number assigned.
5. Click Select. Vision copies the selected unit records to the grid on the Units form.
6. Edit the new unit records and specify a unique identifier for each new record.
7. Click Save.