Copy Assistant

The Copy Assistant feature allows a user to view and select categories and the work breakdown structure of previously saved expense reports, timesheets, and unit entry documents.

When the Copy Assistant is launched, three separate tabs display. Depending on the document that Copy Assistant is launched from, the corresponding tab will be highlighted. For example, when the Copy Assistant is launched from timesheet, the Timesheet tab will be highlighted.

Restrictions

The Expense Report tab has a search dialog box with a lookup for previous expense reports for the current user. The assistant includes the following restrictions.

Field		Description
	Employee	Enter or select the employee.
	End Date	Enter or select the
	Name	Enter or select the name of the selected category.
	Source	Enter or select the source. Options are Draft and Final.

The Timesheet tab has a search dialog box with a lookup for previous timesheets for the current user. The assistant includes the following default restrictions.

Field		Description
	Document Date	Enter or select the document date. The default is the current date.
	Employee	Enter or select the employee.
	Total Hours	Enter or select the total hours for the selected employee.
	Source	Enter or select the source. Options are Draft and Final.

The Unit Entry tab has a search dialog box with a lookup for previous unit entry documents for the current user. The assistant includes the following default restrictions.

Field		Description
	Document Date	Enter or select the document date. The default is the current date.
	Document Number	Enter a unique document number to identify this document.
	Source	Enter or select the source. Options are Draft and Final.

When desired restrictions have been entered, click the Run button. All categories that match the restrictions will be displayed in the search area.

items grid

The Items Grid returns the items that are on the selected expense report, timesheet or unit entry document. All items returned in the search are restricted and are not editable. If the Items Grid is populated from a previous search, and a new Timesheet, Expense Report or Unit Entry document is chosen, the existing items are removed.

The following data is available for Expense Reports.

Field		Description
	Category Type	Displays the category type.
	Category	Displays the selected category.
	Company	Displays the company.
	Currency	Displays the currency.
	Equipment	Displays the equipment.
	Organization	Displays the organization.
	Project	Displays the project.
	Task	Displays the task.

The following data is available for Timesheet.

Note: No validation occurs against current values in the employee document.

Field		Description
	Project	Displays the project.
	Task	Displays the task.
	Company	Displays the company.
	Organization	Displays the organization.
	Labor Bill Class	Displays the labor bill class.
	Activity Type	Displays the activity type.
	Unit	Displays the unit associated with the activity type.
	Equipment	Displays the equipment associated with the activity type.
	Hours Type	Displays the hours type.

The following data is available for Unit Entry.

Field		Description
	Transaction Date	Displays the transaction date.
	Quantity	Displays the quantity.
	Unit	Displays the unit.
	Equipment	Displays the equipment.
	Project	Displays the project.
	Task	Displays the task.
	Company	Displays the company.
	Organization	Displays the organization.

Each search replaces the current contents of the Items list. Duplicate copied items are allowed.

Applied items grid

You can select one or more line items from the search criteria and then click the Move button on the context tab. The selected line items are copied to the Applied Items Grid. The selected items can be moved to the Applied Items Grid multiple times. When Move is used between an Expense Report, Timesheet, or Unit Entry document, only the shared fields are copied.

Selecting Categories Only will only move the Category Type and Category. This option is only available when moving from an Expense Report to an Expense Report.

Review the instances on the Applied Items Grid. To remove an instance from this list, select the line item and then click the Remove button on the context tab. Removed items are not added back.

Selected items

When the final list of items is chosen, click the OK button to commit them to the grid in the calling routine.

You may use the Cancel button to close the Assistant and not commit any data to the calling routine.