Financial Administration › Financial Matrices › Copy Cost/Rate Matrices

Copy Cost/Rate Matrices

Copying a cost/rate matrix adds a new matrix using the defined properties of the existing matrix.

To copy a cost/rate matrix

1. Select Manage Matrix from the Finance menu.

   The Manage Matrix page appears.

2. Select the check box next to the matrix you want to copy, and click Copy.

   The Copy Matrix Properties page appears.

3. Complete the following:

   Name

   Defines the unique name for the matrix.

   Limits: 40 characters

   Type

   Specifies the matrix types.

   Values: Administrative, Cost/Rate, or Tax

   Matrix Default Currency

   Specifies the default currency for this matrix. You can change the currency for each row added to the matrix. This field appears only if multi-currency is enabled.

   Location

   Defines the location to which this matrix is assigned. Click the Browse icon to select another location.

   Entity

   Defines the entity to which this matrix is assigned.

   Private

   Indicates if this matrix is restricted to particular users.

   Notes

   Specifies any additional information specific to this matrix.

4. Click Save and Continue.

   The Matrix Properties: Assign Columns page appears.

5. Assign the permission levels to users, assign columns, edit matrix rows, and then click Finish from the content menu.

   The Matrix Properties: Finish page appears.

6. Click Finish.

   A new copy of the cost/rate matrix is created.