Update cases

With the Update Case dialog box, you can update data in a target case with data from a source case, that is, copy or merge elements from one supply chain model case into another. You can apply changes between cases in the same model, or between different models. Use Update Case to compare a target case with a source case, and then apply updates to the target based on the comparison results. The workflow is faster, clearer, and gives you more control over when comparisons run.

Warning: Use Update Case with caution. Merging elements from another case may corrupt your target case. Always review the list of changes in the Update Case dialog box and make sure they are what you expect.

Note: You can only merge some changes from one case to another. Changes which cannot be merged include changes to topology, such as new process units, changes to layouts and edits to the number of outputs to process units.
Changes which cannot be merged must be manually recreated in the target case, or the entire target model should be replaced by the model with the relevant changes. In other words, the old model should be deleted or archived, and the new model with the relevant changes should become the master model. Note however that, by doing so, the old model's historical versions would be deleted too.

1. Open the Update Case dialog box

   Select the model containing the case to be updated in the Supply Chain Models tab, then click Update Case in the Case group of the Home ribbon tab. The Update Case dialog window opens.

2. Select the source case

   Choose the source case (that is, the one containing the updated data) from the drop-down menus on the left-hand side. First choose the Source Share, then the Source Model and finally the Source Case.

   If you select a multi-plant model, the Source Plant drop-down menu becomes active, allowing you to choose a specific plant.

3. Select the target case

   Select the target case from the Target Case drop-down menu.

   If the target model is a multi-plant model, choose a specific plant from the Target Plant menu.

   Note: The Target Share and Target Model drop-down menus are not active. To select a different model, click the Close button and select the model from the list in the Supply Chain Models tab before opening the Update Case window again.

4. Select the data items to update

   The lower part of the Update Case window shows a table with all the data items that have been compared between the source and target case. The values in the Status column can be one of the following:

   • Identical: The two values match. No update necessary.

   • Exists in target only: No such data item is in the source case, therefore the item will be removed from the target during import.

   • Exists in source only: No such data item is in the target case, therefore the item will be inserted into the target during import.

   • Different: The two values are different. The value in the target case will be updated with the value in the source case.

     You can choose which data items are updated by selecting or clearing the check boxes on each row. Only the check boxes on rows with Status set as Different are active.

     To make the job of selecting data items easier, you have various ways to filter the list:

   • Select the Start and/or End check boxes, then type a date in the text field next to them or click the arrow to the right of the text field to open a date picker. This lets you filter the data items by date. Click the Apply filters button to apply changes to this filter.

   • Select or clear the Show checked and Show unchecked check boxes to show or hide data items according to the status of their check boxes. Click the Apply filters button to apply changes to this filter.

   • Select or clear the Show identical check box to show or hide data items with Status set to Identical. Click the Apply filters button to apply changes to this filter.

   • Another filter, active only on top-level data items in the hierarchy, is shown at the bottom of the window, with a syntax like [Status] = 'Different' Or [Status] = 'Source Only'. To enable or disable the filter, select or clear the check box next to the filter definition. To modify the filter, click the Edit Filter button. The Filter Editor dialog window opens, from which you can add and modify conditions and the logical operators linking them.

5. Update the target case

   1. Click the Update button to update the target case. On each row with a selected check box, the Status value goes from Different to Identical.

6. Compare cases

   2. In Explorer, select the target case you want to update.

   3. Open Update Case.

   4. Select the source details as needed (for example, Share, Model, Case, and Plant if available).

   5. Select Compare to generate the comparison results.

   6. Review the results, then select Update to apply changes to the target case.

7. Cancel a comparison

   7. Select Cancel to stop a comparison that is currently running.

8. Filter and review results

   8. Use the available Filters and display options (for example, showing identical/checked/unchecked items) to narrow what is displayed, and then apply the filters to refresh the list.

Updatable items

When updating single-plant cases, the following elements can be updated.

* Property environments do not appear as items within the user interface and cannot be manually edited. A property environment contains the details about how a particular property is being used. For example, for density the property environment describes the property (density) and the measurement temperature (15°C). Property environments are created automatically when properties are added to the case, for instance via calculations.

When updating network cases, the following elements can be updated.

* In some cases, Update Case does not correctly update price sets in Network models. This may happen when new price sets are added to the source case, and the list of price sets in the source case is reordered.

Update multi period or multi plant models from single plants

When updating a multi-period or multi plant model from the original source plant, it is necessary to update a multi-period Target Plant with settings from the source plant case. Select the single-plant case in the source which should be used for the new settings, then choose the plant case in the multi-period model which should have these settings merged.

The source or target plant is an embedded plant case within the multi-period or multi-plant model. These are usually created automatically when a new multi-period or multi-plant model is made and new period definitions added.

Update Case: compare and apply updates

Use Update Case to compare a target case with a source case, review the differences, and apply selected updates to the target.

Workflow

9. Open Update Case for the model that contains the case you want to update.

10. In Source, select the Source Share, Source Model, and Source Case (and Source Plant, if available).

11. In Target, select the Target Case (and Target Plant, if available).

12. Select Compare to generate the comparison results.

13. Review the list of items. Use the filters to narrow what is displayed if needed.

14. Select the check boxes for the items you want to update. (Only items with Status = Different can be selected.)

15. Select Update to apply the selected changes to the target case.

Notes

• You must select both a source case and a target case before you select Compare.

• For multi-plant models, select the relevant Source Plant and Target Plant to compare and update the intended embedded plant cases.

• After the update completes, updated rows change from Different to Identical.