Copy an Existing Invitation to Bid Request and Generate a Request Code

Open the Enter Invitation to Bid Requests screen.
Note the active company. If you want to change it, click in the header and select the appropriate company.
In the Estimate Job field, do one of the following:
- Enter the code of the estimate job for the invitation to bid request.
- Click to select the estimate job for the invitation to bid request from a Lookup List.
Select the Generate New Number checkbox to indicate that the system will automatically generate an invitation to bid request code.
In the Name field, enter the name of the invitation to bid request.
Click Copy Request.
In the Copy From Invitation to Bid Request field of the Copy Invitations to Bid Requests popup window, do one of the following:
- Enter the code of the invitation to bid request you want to copy.
- Click to select the invitation to bid request you want to copy from a Lookup List.
Select or deselect the Copy Attachments checkbox as needed to indicate whether to copy the attachments from the original invitation to bid request to the new request.
Click OK.
Press Tab.
Complete the fields as described on the Enter Invitation to Bid Requests Screen Field Reference.
Click Save Request.

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