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This article only applies to Sourcing
Moving or copying an object takes place in the same way in divided procurement between sub-areas and in total procurement between groups. Moving and copying the object and criterion start from behind the same button, but you choose whether to move the object or criterion or copy it.
Moving / copying items objects of a sub-area (group) from one sub-area (group) to another
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Click the arrow button at the top of the section (group) (Moving and copying group/sub-area objects and criteria)
Select the "Objects" tab
Choose which sub-area (group) objects to move or copy
Place a checkmark next to the selected ones
Choose which sub-area the objects are moved or copied to
Put a dot in the selected areas
Choose whether to move or copy items
When transferring, click transfer
When copying, click copy
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IMAGE: The image shows moving an object from one sub-area to another. In the example, the item named "Estate cars" is moved/copied from the sub-area "cars" to the sub-area "Vans" NOTE! The criteria contained in the item, i.e. in this example "Driving kilometers" are transferred with the item to another sub-area.
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Moving/ copying criteria of a sub-area (group) from one sub-area (group) to another
Click the arrow button at the top of the section (group) (Moving and copying group/sub-area objects and criteria)
Select the "Criteria" tab
Choose which sub-area (group) criteria to move or copy
Place a checkmark next to the selected ones
Target criteria
Criteria for all objects
General criteria
Choose where to move or copy the criteria
Desired area or
Common criteria
Click "Select and continue"
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Select criteria targets in the selected sub-area.
Will the criteria
under be moved to a specific object
Choose the right item
for all objects or
- as the
object
Will the criteria be applicable to all objects in the sub-area
Will the criteria by applied as a general criteria of the sub-area
Choose whether to move or copy the criterion
When transferringmoving, click transfer
When copying, click copy
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IMAGE: The image shows the selection of the destination of the selected criterion. When the destination in the sub-area is selected, it is selected whether to move or copy the criterion
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Moving / copying a criterion within a sub-area (group).
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At the end of the criterion line to be moved or copied, select "Move or copy criterion" from the Actions menu
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IMAGE: At the end of the year model criterion row, behind the functions button, you can find the "Move or copy criterion" function.
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Choose whether to copy / move the criterion
under an object
Choose the right item
as a matter of some record
select the correct record
as a criterion for all objects in the sub-area or
as the general criterion of the sub-area
Choose whether to move or copy the criterion
When transferring, click transfer
When copying, click copy
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FIGURE: In the figure, the Annual model criterion has been selected as the transferable criterion for all objects in the sub-area