Overlaying Requirements and Exceptions

Users can select from a list of requirements or exceptions and overlay them into an order. From an open order, press Overlay Order on the ribbon. Select or search for an order to overlay.

The Overlay Requirements or Exceptions displays as part of the Overlay Items dialog as two tree views - the requirements and/or exceptions from the Source order, and the requirements and/or exceptions from the Destination order, if any exist.

You can drag and drop (or press Add) the following from the Source order tree to the Destination order tree:

• individual items,
• all items related to a commitment by selecting the Commitment node,
• all items related to requirements by selecting the Requirements node,
• or all items related to exceptions by selecting the Exceptions node.

When dragging a parent requirement and/or exception, all associated requirements and/or exceptions are included. Items drop as indented onto whatever node users position them. If dropped directly on the Commitment, Exceptions, or Requirements nodes, the items append to the end of the applicable list. Requirements can be dragged and dropped into the exceptions node and vice versa.

In the Destination order tree, reposition the requirements and/or exceptions using the move buttons or remove them if needed. Duplicates are allowed. Numbering reflects the numbering established for the destination order and is updated immediately within the tree. When completed, press OK, and the order is overlaid, writing in the requirements and/or exceptions as you determined in your destination order tree. The overlay process also takes into account the “Include on Loan Policy” or “Owner’s Policy” states