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colourPurple
titleSourcing

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

...

  • 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

...

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

  1. Click the arrow button at the top of the section (group) (Moving and copying group/sub-area objects and criteria)

  2. Select the "Criteria" tab

  3. 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

  4. Choose  where to move or copy the criteria

    • Desired area  or 

    • Common criteria

  5. Click "Select and continue"

 

...

  • Select criteria targets in the selected sub-area.

    • Will the criteria

    come 
    • 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

...

 

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

...

FIGURE: In the figure, the Annual model criterion has been selected as the transferable criterion for all objects in the sub-area

 Movin and copying criteria B.pngImage Added