Segments to Copy

Use the Segments to Copy screen to copy a selected segment to create a new quote.

Topics in this section are:

Copying a Parts Quote

Navigate to Product Support > Parts > Parts Quoting .

The Parts Quoting screen appears.
Search for the part to copy by filling out the appropriate fields and clicking the Go >> link.

The Parts Quoting screen refreshes listing the generated search results.
Move the cursor over a Reference Number and select Copy from the drop down menu.

Selecting Copy from the sub-menu

The Segments to Copy screen appears.
If desired, enter a reference number in the Assign a reference # or leave blank for next number field.
Select a Segment of the parts quote to copy by placing a checkmark in the corresponding checkbox.
Click Save.

The Customer - Quote Header tab appears allowing you to enter any additional information to the copied quote.

The fields on the Segments to Copy screen are:

Field	Description
Assign reference # or Leave blank for next number	Allows you to assign your own reference number to the new quote or, if left blank, the system generates a new reference number.
Copy Units	If selected, and the quote you are copying from is a master quote, equipment unit information from the source quote header is carried into the new quote. Otherwise, the copy clears all unit/equipment fields on the new quote (the default behavior). This checkbox is only visible to users who have Prompt For Units security.
Segment	The segment number.
Description	A brief description of the segment.
Checkbox	Allows you to choose which segment you wish to copy.

Use these buttons to complete your work on the Segments to Copy screen:

Button	Function
Save	Saves changes made on the Segments to Copy screen and opens copied quote or work order.
Close	Closes the Segments to Copy screen without saving and returns to the previous screen.

Revision: 2026.06