Often, the need may arise to create to clone a line item, order, estimate, or service ticket. When cloning these items, it is important to understand how the parts that are on the original transaction are created in the new transaction. The following sections seek to increase the understanding of that process.
Default Process
The default process when a line item or order/estimate/service ticket is cloned is to clone all the parts on that line item/order/estimate/service ticket.
Manually Added Parts
If parts have been manually added to a line item or order/estimate/service ticket, then the part will only be cloned if it has an estimated quantity greater than 0
Parts Added via Vendor Transactions
These parts are not added to the line item or order/estimate/service ticket with an estimated quantity greater than 0 so by default they will not be cloned if nothing else is changed.