After filling in all desired and required fields, you must select the “Submit” button to proceed with the copy or select the “Cancel” button to start again. Once you have returned to the Customer Record (CAD) (also known as a CR) page, the message, “Copy is pending. You must Submit or Save the record to complete Copy action” will be displayed at the top of the page. You must select either the “Save” button to complete the copy action and continue to work on the CR, or select the “Submit” button on the CR page to complete the copy action and place the CR into service.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.