Copying a Transaction from an Open Transaction
Process
This job aid describes steps on how to copy from an open transaction in CORE.
When creating a new transaction, an end user can copy another transaction in CORE if they have the appropriate Doc Entry security role.
1. Open the transaction you want to Copy.
2. Click on Copy.
3. Highlight the appropriate Target Transaction Type / Target Transaction Code
4. Enter the Department in the Transaction Department Code field.
5. Enter the Unit in the Unit Code field (if applicable).
6. Enter the Transaction ID (if applicable) otherwise click on Auto Numbering.
7. Click Copy Transaction
