Duplicate a Reconciliation Task

You use the Reconciliation Tasks (SP) application to duplicate an existing task. You perform this action on the Reconciliation Task tab. You can use this procedure to create a new reconciliation task based on an existing one. Once you duplicate the reconciliation task, the application clears the Reconciliation Task field, and you must enter a new name for the duplicated reconciliation task.

To duplicate a reconciliation task record:

1. On the List tab In the Reconciliation Tasks (SP) application, select the reconciliation task record you want to duplicate. The application displays the selected record on the Reconciliation Task tab.

2. From the Select Action menu, select Duplicate Reconciliation Task. The application duplicates the reconciliation task record, without a value in the Reconciliation Task field.

3. In the Reconciliation Task field, enter the name for the new reconciliation task record.

4. Enter a description in the Description field. To enter additional information, click Long Description .

5. If appropriate, modify the task filter, link rules, and comparison rules on the reconciliation task. For more information about modifying those components of a reconciliation task, see Modify a Reconciliation Task.

6. When you complete the reconciliation task, click Save Reconciliation Task to save the reconciliation task record.