Assessment Detail Helpful Trick

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Copy_ButtonOccasionally there is a need to remove an assessment detail record from a Special Assessment Master (SA Master) and add it to another SA Master. This would normally require the detail record to be deleted from the SA Master and created in a new SA Master. Recent enhancements to the transfer screen allow a new SA Master to be created automatically with the click of the mouse. A copy button was added which will create a new SA Master with most of the information from the original SA Master. Once the new SA Master is created, one or more detail records can be selected to be moved to the new SA Master.

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Category: Special Assessments

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