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Pasting Part Numbers

Part numbers and the corresponding descriptions, quantities and pricing can easily be pasted from an outside source such as Excel™, into billing agreements or other CrossForm screens, using the Windows clipboard.  Follow the instructions outlined below.

1. Set up a spreadsheet using the exact column names found in the CrossForm form, i.e., Part Number, Description, Quantity From, Quantity To and Price Per Unit.

   Note:  To avoid errors, be certain the part numbers are accurate.

2. Highlight the entire spreadsheet, press <Ctrl> + C, and close or minimize the program.

3. Access the Material Pricing tab of the CrossForm screen.

4. Place your cursor in the Part# cell in the first row of the grid and click Paste.

5. A "Confirm Paste" message will pop up.  Click Yes to complete the task.

Tip:  Use this procedure to paste other data, such as site lists, vendor lists, etc. into other CrossForm screens.

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