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Transfer requirements items to other documents

The requirement items can be transferred to other documents. You have the option of transferring individual or several requirements items to other documents at the same time.

Requirement items that have been bundled by vendor, for example, are combined into one document.

To transfer the requirement item(s) to another object, you must first select the object to which the items are to be transferred.

You can select the object via the selection menu. You can transfer the requirements items to the following objects:

  • New orders

  • New and existing inquiries, which are in the status “In capture”.

  • New and existing auctions, which are in the status “In capture”.

  • New and existing purchasing projects, which are in the status “Open” or “In process”.

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