Copying Reference Items to a Different Spec Book

The system provides a process for copying reference items and their price tasks from one spec book to another. For the selected reference items that do not already exist in the destination spec book, the system copies the items and any associated task groups, reference prices, and price tasks.

When you select a parametric item and its associated detail items to be copied, the system also copies the associated transition profile. If the detail items are not selected and do not already exist in the destination spec book, then only the parametric item is copied, and the transition profile and detail items are listed in the process results log.

• Note: Before copying a large number of reference items to a new spec book, evaluate any system event notifications that are based on changes to reference items and disable the notifications if needed.

Follow these steps to copy items to a different spec book:

1. Select Execute Process from the Actions menu on the Menu Bar. You can also start the process from the Actions menu on the Item Summary, Item Overview, and Item Bulk Editor.
   
   The system takes you to the Execute Process component with the Select Process page displayed.

2. In the list of processes, select Copy Reference Item Spec Book.
   
   The system adds a check mark beside the selection, and displays the Select Data page of the Execute Process component.

3. Click the row for the item you want to copy to a different spec book.
   
   A check mark appears at the beginning of the row to indicate it is selected. You can click the row again to clear the selection.

4. Continue selecting items as needed. When you are finished, select Set Parameters from the Settings menu on the component subheader.
   
   The system takes you to the Select Parameters page of the Execute Process component.

5. In the Destination Spec Book field, select the spec book to which you want to copy the reference items.

6. If you want to schedule the process to run at a later time, select Schedule Process from the Settings menu on the component subheader. cancelled
   
   For more information, see Scheduling a Process.
   
   Note: This feature is not available to external users.

7. Click the Execute button on the component header.
   
   The system runs the copy process. You can monitor the status of the process on the Process History Overview component. For more information, see Viewing Process History.

Related topics:

Changing a Reference Item