You may now transfer (move) package units and their products (if desired) from an existing package to another, if the following conditions apply:
You may change the product on transferred units; but if you leave the product field blank, the original product is retained.
Units that were matched, billed, missed or preempt may not be moved.
If any unit has an ISCI and you choose to change the product, that unit will not be transferred unless the product is valid for that ISCI (multiple product ISCIs).
If the product remains the same, the assigned ISCI for the unit will also be moved.
Any new product that you wish to assign must be valid for the estimate.
If the source unit was an EDI unit, the moved units are still linked to the same EDI Contract unit. On the Source worksheet for this EDI unit, it will be marked as a preempt and a comment will be added stating that the unit was moved to the Target package.
If the Source package unit was a makegood, it will be preempted on the source worksheet and a comment will be added there stating that it was transferred to the Target package.
All other units will be deleted from the original package when transferred to the Target package.
To Move Package Units to another Package:
Fill in the Original Package (source) fields
Then click the <Transfer> button.
When the transfer completes, a confirming message displays indicating the number of units transferred.
Return to Package Definition.