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Copy Cost/Rate Matrices

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

Follow these steps:

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

    The properties page appears.

  2. Complete the following:
    Name

    Defines the unique name for the matrix.

    Limits: 40 characters

    Type

    Specifies the matrix types.

    Values: Cost/Rate

    Matrix Default Currency

    Defines the default currency for this matrix. This field only appears if multicurrency is enabled.

    Default: System Currency

    Location

    Defines the location used in the matrix.

    Entity

    Defines the entity used in the matrix.

    Private

    Specifies whether this matrix is restricted to particular users.

    Default: Cleared

    Notes

    Defines any additional information specific to this matrix.

    Number of Columns

    Displays the number of columns in the matrix.

    Number of Rows

    Displays the number of rows in the matrix.

  3. Click Save and Continue.

    The assign columns page appears.

  4. Assign columns, edit matrix rows, and click Finish.

    The finish page appears.

  5. Click Return.

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

More information:

Copy Cost/Rate Matrix Rows

Create Cost/Rate Matrices