Copy Service Document Batch Job
Creates or updates a service contract or a contract quote with service items already included in an existing service document that is owned by the same customer.
First you must create a new service contract or contract quote and add contract lines to it. Then you can use this batch job to help you fill out new service documents with the contract lines from the previously created one.
To run the batch job, open the Service Contract or Service Contract Quote window.
Create a new or open an existing service contract or contract quote owned by the same customer as the one you want to copy from. Then, on the Actions tab, in the Functions group, choose Copy Document. The Copy Service Document batch job request window opens. In this window, you must specify which service document you want to copy information from.
Note
You can use this batch job to copy the documents that are owned by the same customer with the same currency code and ship-to code. However, you can also copy service items from a service contract with a different ship-to code by entering the respective document number manually in the Document No. field. You cannot update an existing service contract or contract quote with the service items already included in it.
Options
| Field | Description |
|---|---|
Document Type |
Select the document type that you want to copy from by choosing the field. |
Document No. |
Select the document number that you want to copy from by choosing the field. The document numbers are filtered depending on the content of the Document Type field. |
Customer No. |
Shows the customer number from a document that you have selected to copy the information from. |
Customer Name |
Shows the customer name from a document that you have selected to copy the information from. |
Tip
For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.