Retain Material Type in Copied Line Items

You can set an Acquisitions profile to retain the material type or leave the material type blank when users copy a selection list or purchase order line item to create a new one.

To set the option to retain the material type or leave it blank when copying a selection list or purchase order line item:

1. In the Administration Explorer tree view, expand the organization’s folder.
2. Select Profiles and select the Acquisitions/Serials tab.
3. Set the Retain Material type when copying line item segment data profile as follows:
   • Select Yes to retain the material type when users create a new selection list or purchase order line item by selecting File | New | Copy Segment Data or CTRL+N from an existing selection list or purchase order line item.
   • Select No if you want the material type to be blank when users create a new selection list or purchase order line item by selecting File | New | Copy Segment Data or CTRL+N from an existing selection list or purchase order line item.