Copy an Existing Invitation to Bid Request and Manually Assign 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, enter the code of the estimate job for the invitation to bid request or click to use a lookup to find and select the code.
- from a Lookup List.
In the Invitation To Bid Request field, enter a code of up to 20 alphanumeric characters to identify the invitation to bid request.

Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
Press Tab.
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 pop-up window, enter the code of the invitation to bid request you want to copy.
If you want to copy the attachments from the original invitation to bid request to the new request, select the Copy Attachments checkbox.
Click OK.
Complete the fields as described on the Enter Invitation to Bid Requests Screen Field Reference.
Click Save Request.

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