Create COO via copying RFP details with in an order

After filling the data on RFP, we can create a COO by copying the RFP of that order by following the below steps:

First, click on the COO to open the COO screen.

Second, select the "Chamber Of commerce", "Document Type", and "Transaction Type" and click on the Save button on top.

This step is important as different transaction types have different layout and fields dedicated according to which the data is pulled on the screen and draft. 

Third, Once the above step is done, click on the "Copy from RFP" botton on the right top corner. This will pull the details from RFP including the line details and will copy to COO screen. 

Forth, Now click on save button again to save these details on COO screen. and update the data on COO screen accordingly and check the draft before submission.