Moving and copying objects

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 objects of a sub-area (group) from one sub-area (group) to another

If you want to move or copy an object from one section (group) to another, it cannot be done by dragging, but you must use the move/copy tool. When you move an object, its definitions and the criteria listed below are moved with the object. 

• 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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The image shows moving an object from one sub-area to another. All criteria contained in the object are also transferred with the object to another sub-area. Price formulas will not, however, be copied over.

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"

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• Select criteria targets in the selected sub-area.

  • Will the criteria be moved to a specific object

    • Choose the right 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 moving, click transfer

  • When copying, click copy

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Moving / copying a criterion within a sub-area (group).

The criterion can be moved by dragging (drag&drop) only within the same object. If you want to move the criterion under a different item or from under the item to the "Criteria for all items of the sub-area (group)" section or to transfer the sub-area (group) to the general criteria, you must use the move/copy tool. 

• 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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• 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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