RE: What’s the easiest way to copy a record from production into SB without refresh?
Answered
Sales order to be specific
Best answer
I like the new Copy to Account feature, although it’s technically still in Beta. Check out “Copy to Account Overview” SuiteAnswers Answer Id: 82334. If you’re not comfortable with that, you could always use Bundling to move this over, just be sure to review and ensure that the bundle is not picking up any unwanted searches, records, etc. that may be linked to the record. Check out “SuiteBundler Overview” SuiteAnswers Answer Id: 8082.
If you’re trying to bring over specific instances of an existing record (e.g. Sales Orders), probably just a CSV import is the easiest method, unless you’ve got a ton of them (like way more than 25k). Check out “Sales Order Import” SuiteAnswers Answer Id: 10003.
