Copy Business Rules

This utility copies the Business Rule settings from one entity (bill source, company, division, or publication) to another. This utility could be used, for example, when setting up a new product that should use most of the same settings as an existing product. You have the option to override existing settings or only replace settings that are currently blank.

To copy Business Rules:

1. Select Utilities | Copy Business Rules to display the Copy Business Rule Settings window.
2. Click Add and complete the following fields.

   Field

   Type

   What to enter

   ENTITY

   predefined

   Identify the type of Business Rules entity (BillSource, Company, Division, Publication) from which you will copy Business Rule settings. For example, if you want to copy from an existing publication to a new publication, you will select “Publication”.

   FROM ENTITY

   setup

   Enter the specific bill source, company, division, or publication (depending on the entity you selected above) from which you want to copy settings.

   TO ENTITY

   setup

   Enter the specific bill source, company, division, or publication to which you want to copy settings.

   OVERRIDE SETTINGS

   yes/no

   Select this checkbox if you want any existing settings of the TO ENTITY to be replaced by the settings of the FROM ENTITY. If you do not select this checkbox, only Business Rules with blank settings will be copied.

3. Click OK and then Continue to copy Business Rules.