Copying a trading partner

StepsCopying a trading partner

  1. Highlight the trading partner and choose Copy from the Edit menu on the Trading Partner window. The Trading Partner – Copy window displays.

    The Trading Partner – Copy window has the same four tabs as the Trading Partner – New window. A few text boxes on the tabs are blank, but the other text boxes contain the information for the trading partner being copied. Use the Back and Next buttons at the bottom of the window to move from tab to tab.

  2. Enter the following information for the new trading partner (to be created by the copy process):

    On the General tab:

    On the Envelope/Lookup tab:

    You may keep or change the remaining information that was copied to the other text boxes and tabs.