You cannot use the Copy button on the Quote Centre page to copy to a different Company - the Copy button always copies to the Same Company. So to create a copy for a different Company you will need to use a Solution Blueprint as follows:
- From A1S Landing page, retrieve the quote to be copied (Design/Quote... A1S Configurator... Retrieve) using the Company that the quote was created under.
- On the Quote Centre screen after the quote is retrieved, click the <Modify Quote> button. This will take you into the configurator.
- On the left under Design Control, select Blueprint... Save as Blueprint
- On the Manage Blueprint screen, leave Type=Solution, enter a Name & Description and click the <Save> button.
- After the Blueprint is saved, go back to the A1S Landing Page.
- Change the Company to the desired Target Company
- Select Design/Quote... A1S Configurator... Create
- On the Create a Quote screen, select the Manage Solution Blueprints link
- Search for the Solution Blueprint you created by name or other criteria and select the link for that Blueprint
- Select the <Create Design From> button
- Select Configure Design
- Select Price/Reports/Exit