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Create multiple copies

FM-Portal

IC2780
Facility Manager
Caretaker
FM-Portal
Poweruser

You can create multiple copies of a record for contracts and objects.

The following data is copied:

  • Options

  • Distribution lists/storage locations

  • Contract values

  • Service items

  • Contract events

  • Dynamic characteristics for which the "Empty when copying" parameter was NOT selected

Procedure in the FM Portal

Path to the starting point: Basic Data - Contract Management - Contracts

or Path to starting point: Objects/Assets - Object List

  1. Open the record in the list that you want to copy.

  2. Click on Tools in the toolbar and then on Copy Contract/Object Multiple Times. A dialog box opens.

Screenshot of eTASK interface showing
Screenshot of eTASK interface showing "Verträge: Bearbeiten" tab with "Extras" menu expanded and "Vertrag mehrfach Kopieren" option highlighted

  1. Enter the contract or object number to be generated.

Dialog to create multiple copies of a contract, showing prefix
Dialog to create multiple copies of a contract, showing prefix "VERS", number "1053", suffix "Ford", and option to set 5 copies

  1. Enter the number of copies.

  2. Click Start Copy Process.

The copies are created. The counter numbering increments from the entered counter. Information about the number of copies created is displayed via the notifications (bell icon at the top of the system tray).

See also:

📄 Dynamische Merkmale nutzen IC2693

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