Copy (Save As) an Expression

The Copy Save As feature enables you to copy the details from an existing expression to a new expression by using a new Legal Entity or Entities. Perform the following steps to copy and save an expression:
  1. Select the desired Expression.

    Note:

    Only Approved expressions can be copied.
  2. Click the Action icon.
  3. Select Save As to open the Save As window.
  4. In the Save As window, enter a name and description in the Name and Description fields.
  5. In the Source Legal Entities drop-down list to select the Legal Entity that was used in the expression that has been copied.

    By selecting the Source Legal Entity, you can to copy its' mappings to the Target Legal Entity in the Expression Builder (Edit) screen.

  6. In the Target Legal Entities drop-down list, select the required Legal Entity(s).

    The Legal Entities in this list are those that have not been used in other expression.

  7. Click Save. The expression is saved under a new name.
  8. Select the newly saved expression from the Expression Builder Summary page.
  9. Click the Action icon and then select Edit.
  10. Populate the relevant fields.

    If a Legal Entity that has already been used in another expression is selected, then the application gives you an error message when you try to save this expression, therefore, ensure that a unique Legal Entity is selected.

  11. It is mandatory to select a new Legal Entity(s) and then delete the old Legal Entity before clicking Submit. Perform the following steps depending on whether you want to copy the old Expression 's Expression Mapping's to the newly selected Legal Entities or not:
    1. If you want to copy the old Expression 's Expression Mapping's Mappings to the new Legal Entity:
      1. Click the Select Legal Entity icon to open the Legal Entity window:
      2. In this window, click the Legal Entity field to select a Legal Entity from the drop-down list. Multiple Legal Entities can be selected in this window. When multiple Legal Entities are selected, they will appear in the Legal Entity drop-down list in the Expression Summary pane.

        Note:

        • An expression can only use Legal Entities that are not part of existing expression.
        • The application supports one expression using multiple Legal Entities that have not been used in other expressions.
      3. Click Apply. The Copy Across button is enabled.
      4. Click Copy Across. The old expression's Emissions Factor Database Mappings are copied to the newly selected Legal Entity(s).
      5. If required, modify the mappings.
      6. Click the Select Legal Entity icon to open the Legal Entity window:
      7. In this window, delete the old Legal Entity.
    2. If you do not want to copy the old Expression 's Emissions Factor Database Mappings to the new Legal Entity:
      1. Click the Select Legal Entity icon to open the Legal Entity window:
      2. In this window, delete the old Legal Entity.
      3. Select a Legal Entity from the drop-down list. Multiple Legal Entities can be selected in this window. When multiple Legal Entities are selected, they will appear in the Legal Entity drop-down list in the Expression Summary pane.

        Note:

        • A Expression can only use Legal Entities that are not part of existing Expression s.
        • The application supports one Expression using multiple Legal Entities that have not been used in other Expression s.
      4. Click Apply.
      5. If required, modify the mappings.
  12. Click Save and then click Submit to submit this Expression to the Approver for approval.