Duplicate a Collaboration Planner

On the Manage Collaboration Planners page, you can duplicate an existing collaboration planner. This can save time when you need to create multiple planners that differ only by supplier or supplier site.

To duplicate a collaboration planner:

1. In the Supply Chain Collaboration work area, click Manage Collaboration Planners in the Tasks panel.

2. On the Manage Collaboration Planner page, search for the collaboration planner.

3. Select a row in the search results and click Actions > Duplicate.

4. On the Create Collaboration Planner dialog box, the Full Access and Status fields are populated from the existing collaboration planner that you're duplicating.

5. Select the collaboration planner.

6. Select values for Full Access and Status.

   The relevant values are populated.

7. Click the Add icon to add a new row in the Data Access Security table.

8. Select one of the following values for Security Context:

   • Supplier to set Security Context Value to suppliers.

   • Supplier Site to set Security Context Value to supplier sites.

9. Select the value for Security Context Value.

   The values for Ship-from Supplier and Ship-from Supplier Site are populated.

10. Do one of the following:

    • Click Save to save the new collaboration planner.

    • Click Save and Close to save the new collaboration planner and close the Create Collaboration Planner dialog box.