Create a formula by copying from an existing formula

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This procedure shows how to quickly create a new formula by copying from an existing formula. You can use the demo data companies USMF, USP2, or USPI to create this procedure.

Create a new formula

1. Go to Formulas.
2. Click New.
3. In the Formula field, type a value.
4. In the Name field, type a value.
5. In the Site field, enter or select a value.
6. In the Item group field, enter or select a value.
7. Click Save.

Copy from an existing formula

1. Click Copy.
2. In the Item number field, enter or select a value.
3. In the Formula version field, enter or select a value.
4. Click OK.

Revise the copied formula

1. In the list, find and select the desired record.
2. Click Delete.
3. Click Yes.

Approve formula

1. Click Approve formula.
2. In the Approved by field, enter or select a value.
3. Click OK.
4. Close the page.