B. Click the Clone Job button. You will be warned if the job that you selected is not a template.Create and edit job-related records. When records are cloned via the Job's Clone Job button, a record change log entry noting the source record reference info is written to each new record.
The Job viewer's Clone function verifies that the user has Add privileges or they can't create Client / Site records. A registry option may be used to further restrict the ability to add Clients / Sites via the clone.
When cloning the Job, Client and Site records, the default Date Opened is set to the current date.
The Client Site Equipment’s Master Contract Id is not copied to cloned equipment records.
Job Cloning with Security:
When the "SecurityOverrideFrom=job" is present in sys-ffv-global-settings, the cloning process retains the security values from the source records. For example, the security of the new job should be set from the template job's security. This includes other job-based data such as the cost codes, billing items and any job child records. In a similar way the source client site's security is used in the new site record(s) and the source client's security is used in the client record(s).
Registry Entry Job and Job Cloning.- this registry has an option to allow the cloned Job's Branch to be set from the Site, not the Job template.
A. Choose the appropriate template job, or locate a Job that is similar to the one you wish to clone. If you have selected a template job, note that the Add, Save and Delete buttons will be disabled because you cannot edit a Template Job in the Job viewer (although you can clone from it).
Examples: If you want to add a new job, client site, job cost code(s), and billing item(s) to an existing Client, you could pick an existing job for that Client that was similar in structure to the one you want to create to clone from. Alternately, if you wanted to add a Construction Job to an existing Site, you might pick a construction job template.
B. Click the Clone Job button. You will be warned if the job that you selected is not a template.
A box will appear prompting you to enter the following information.
Job Id Job Name
If automatic Job Id sequencing is turned on in your system and you wish the system to generate the next Job Id for you, leave the Job Id blank and just complete the Name. If automatic Job Id sequencing is not implemented in your system, enter a unique Job Id and complete the Name field as well.
If you are auto-sequencing using a 'mask' and it is specified in the Job Template, the system will use it to generate the Job Id. However, if the Job / Job Template DOES NOT have a mask in the specified field, the user should manually set the Job Id.
If an existing Job Id is entered in the Job Clone Wizard, the message “New Job Id already exists, this job cannot be used” will be displayed, and the existing job will not be overwritten.
Client Site Id Client Site Name
Enter a new Client Site Id and Name if you want to create a new Site to go with this Job. Note: if the Client Site you are cloning from has any Equipment attached to it, the Equipment Records will also be cloned. If you are cloning from a template job, both of these fields will be blank and must be completed.
If you are cloning the Job for the (non-template) Site listed, leave this field as it was.
If you are cloning the Job for a different Site that has already been created, select the Client Site Id by double-clicking on this field.
Client Id Client Name
Enter a new Client Id only if you also want to create a new Client for your new Site and Job. If you are cloning from a template job, both of these fields will be blank and must be completed. Otherwise, retain the value the system entered for you.
Click the OK button when all the information is entered correctly. Your newly cloned job now appears in the Job record viewer.
C. Upon completion of the Job Cloning process, SAMPro will open the newly created Site / Client record(s). This provides a friendly reminder to the user to finish meaning enter additional relevant information (addresses, contacts, etc) that can't be entered during the cloning process. The Site / Client viewers will only be opened if a new record was created. For example, if the user cloned for an existing Client, the Client viewer would not be opened.
D. Edit the other Records related to this Job by using the Edit buttons on the side button bar.
To edit the Billing Item(s) created for your new Job, click the Billing Item button. If only one Billing Item was created, the viewer will open to it. If multiple Billing Items were created, they will be listed. Edit the Billing Item (or Items) as needed and remember to save your changes.
To edit the Job Cost Code(s) created for your new Job, click the Cost Code button. If only one Job Cost Code was created, the viewer will open to it. If multiple Cost Codes were created, they will be listed. Edit the Job Cost Code (or Codes) as needed and remember to save your changes.
Click the Edit Equipment button if you created a new Site with Equipment and wish to edit the Equipment records. If only one Equipment record was created, the viewer will open to it. If multiple Equipment records were created, they will be listed. Edit the information as needed and remember to save your changes.