Option trails copied to the clipboard can be used in a variety of ways:
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Paste a single option trail onto a single line item in the worksheet
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Paste a single option trail to multiple line items in the worksheet
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Paste multiple option trails to multiple line items in the worksheet
Apply an option trail to one item
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From the Option Clipboard select one option trail.
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Drag it onto a line item in the worksheet and drop it to apply.
Once the option is applied, a results dialog box appears. The results show: -
How many items were processed (how many items the options were copied to)
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How many are complete with no skipped options
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How many items are still incomplete and need more options added
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How many unique option lines were pasted
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How many options were skipped
When you apply an option trail to an item, the software automatically does an update against the catalog for the options in that item. This is a partial update — it does not affect the part description or the unit list price of the base item, only the option pricing. You still need to update against the catalog
Note: Options will be applied similarly to the way default options are applied in the Specify tool. If you apply the options from one item to a different product type, each option will be checked to see if it’s a valid option — only the ones that are valid will be used.
Apply an option trail to several items
You can apply one option to items in the worksheet that share common characteristics. When using this technique you will ensure that options are assigned where desired.
In the example below, we will apply an option trail to items that match the option trail's Mfg and Category columns:
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From the Option Clipboard, select one option trail.
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Click Paste with Criteria under Option Trail Actions.
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Check the Mfg and Category boxes in the option trail Column section and click the OK button.
After the application process has completed a status dialog opens reporting on the results. -
Click OK to review the results in the worksheet.
Notice that all items in the worksheet matching both the Mfg and Category properties are populated with the option trail’s content.
Note: When you apply an option trail to an item, the software automatically does an update against the catalog for the options in that item. This is a partial update — it does not affect the part description or the unit list price of the base item, only the option pricing. You still need to update against the catalog.
Apply several option trails to several items
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Select several items in the worksheet.
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In the Option Clipboard select several adjacent options by holding the SHIFT key or non-adjacent options by holding the CTRL key.
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Click Paste under Option Trail Actions.
This will apply selected options from the clipboard to the selected line items in the worksheet. A status dialog opens reporting the results.
Note: It is good practice to double check the results to ensure all options have been assigned as desired.
When you apply an option trail to an item, the software automatically does an update against the catalog for the options in that item. This is a partial update — it does not affect the part description or the unit list price of the base item, only the option pricing. You still need to update against the catalog.
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