Copy Setup Window

The fields on this window pertain to the organization whose setup you want to copy. Follow the guidelines provided below to complete the Copy Setup window.

Items in this window

Item Notes
Source Organization Select the organization whose setup you want to copy.
Database Select the database that contains the organization whose setup you want to copy. If you do not see the database you want, you can select Database List Manager from the list. Database List Manager helps you find hidden databases. For more information, see Managing Your Databases.
Options Specify the setup options you want to copy into the new organization.
Book Defaults Select this check box to copy the information from the Book Defaults tab into the new organization you are creating. This option is unavailable if you are copying the setup into an already existing organization.
Short Years Select this check box to copy the short years into the new organization you are creating. This option is unavailable if you are copying the setup into an already existing organization.
Book Overrides Select this check box to copy the information from the Book Overrides tab into the new organization you are creating. This option is unavailable if you are copying the setup into an already existing organization.
Contact Information Select this check box to copy the information from the Contact Information tab of the source organization into the new organization. This option is unavailable if you are copying the setup into an already existing organization.
Organization Notes Select this check box to copy the information from the Notes tab of the source organization into the new organization. This option is unavailable if you are copying the setup into an already existing organization.
Custom Depreciation Methods Select this check box to copy any custom depreciation methods into the new organization you are creating. If you are copying the setup into an existing organization that contains custom methods with the same custom method codes as those you are copying, the system does not overwrite the already existing methods.
SmartLists Select this check box to copy any SmartLists from the source organization into the new organization you are creating. If you are copying the setup into an existing organization that contains SmartLists for the same fields in the organization you are copying, the system overwrites the existing SmartLists.
Custom Fields Select this check box to copy any custom fields from the source organization into the new organization you are creating. Custom fields include View, Title, Entry Mask, Default, Entry Order, and Message.
Customized Standard Reports Select this check box to copy customized standard reports from the source organization into the new organization that you are creating. Expand the plus button to display your customized reports then select the reports you want to copy.
Templates Select this check box to copy any Templates from the source organization into the new organization you are creating. If you are copying the setup into an already existing organization that contains duplicate names for templates existing in the organization you are copying, the system overwrites the duplicate existing templates.
Image List Select this check box to copy the list of images in Image Manager from the source organization into the new organization you are creating. If you are copying the setup into an already existing organization that contains duplicate names for images existing in the organization you are copying, the system overwrites the duplicate existing images.
Group Definitions Select this check box to copy group definitions from the source organization into the new organization you are creating. If you are copying the setup into an already existing organization that contains duplicate names for groups existing in the organization you are copying, the system overwrites the duplicate existing groups.
Batch Report Definitions Select this check box to copy batch report definitions into the new organization you are creating. If you are copying the setup into an already existing organization that contains duplicate names for batch reports existing in the organization you are copying, the system overwrites the duplicate batch report definitions.
Replacement Value Select this check box to copy the information from the Replacement Value window, including the RV Setup tab and the RV Index tab. The system does not copy calculated Replacement Value or Replacement Value override information pertaining to individual assets.