Merging Materials

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Workflows > Materials > Merging Materials

Merging materials is appropriate when you have a duplicated material and would like to combine one record into the other—preserving the characteristics attached to both, and then delete the duplicate. Merging can be performed only for two materials of the same type, and the merge process will only display options of the same type as the material being merged.

Merging Material Records

1.Locate the "child" material (the duplicate, which will be deleted at the end of the transaction)
2.With the child material record displayed on the main Identity tab, click the Material item from the menu at the top of the page
3.Select Merge Into
4.Using the search tool, locate and click on the parent material (into which this child will be merged)
5.Reply 'Yes - Merge' to the confirmation prompt to proceed with the merge, or 'No - Cancel' to stop the process

 

After the merge is complete, the parent material will display, with most of the identifying characteristics of both materials. The child material will have been deleted.

Post-Merge Material Attributes

In general, the information from the parent's Identity tab is preserved, and all of the child's Identity tab information is added to it. Hazard data is not transferred from child to parent, with the exception of MSDS documents, which (if there are any) are re-assigned to the parent material. No data from the child material's Physical tab or Structure tab is preserved, but any documents on the child material's Docs tab are transferred to the parent, as are properties from the child's Properties tab.

Containers Containers are transferred from child to parent in the merge. After the merge, the resulting combined material (which bears the name of the parent material), has the same scope that the parent material had before the merge.

Regulatory Lists Only the regulatory list configuration (i.e., inclusion/exclusion) of the parent material is preserved (see Regulatory Lists).

Child Name Becomes Synonym of Parent Merging two materials adds the name of the source (child) material as a synonym of the destination (parent) material.

Primary CAS# on Both Materials When two constituents are merged, each of which has a primary CAS#, only the primary CAS# of the parent material is retained.

Material Scope It is possible to merge a local scope material into a global scope material but it is  not possible to merge a global scope material into a local scope material. An attempt to do so will produce an error message and terminate the merge.

 

Permissions

Material merge requires the permissions shown below.

Task

Permission

Allow

View

Create

Modify

Delete

Access to Merge Into option on Material menu

mat_merge

•

 

 

 

 

Ability to delete  materials of Local, Site Reviewed, and Global scope

mat_local

mat_site

mat_global

 

 

 

 

•

 

See Roles for a complete list of permissions