Copy a Requisition

In this topic you will learn how to Copy a Requisition.

You can copy a requisition previously created by yourself or by another user. Only non-contract requisitions can be copied. Copying a requisition will not affect the original requisition. You can only copy an old requisition onto a new requisition so that a new Requisition ID number can be assigned by the system.


NOTE: Contract requisitions cannot be copied. Contract information changes regularly without notice.

When adding a requisition, do not change the Requisition ID from NEXT to a number. A new requisition must have a Requisition ID of NEXT when it is first saved.


Click the Hold From Further Processing option to prevent the requisition from prematurely being routed to the approver's worklist.

In this example, we are using the Requester option to search by. You can also use the Requisition ID field.

 

Select the requisition you wish to copy.


For this example, click the 0048966 link.

Click the Search button.


NOTE: When copying a requisition from another user, you will receive a warning message stating the source requester is different from the target requester. Click the Yes button.


This message advises that the defaults being copied over will remain the same, so changes other than Due Date may need to be changed on the Requisition Defaults page.



Once all changes and additions have been made, you must uncheck the Hold From Further Processing box and save the requisition, so the requisition can move forward in the Purchasing process.


The Status will default as Pending. The requisition must be saved the first time with a Status of Pending. The Requester field will default with the User ID.


If the Status or Requester does not default correctly, contact Purchasing for assistance.

When copying your own requisition, you will not begin creating the requisition by clicking on the Requisition Defaults link. All defaults, line items and schedule information will copy onto the new requisition from the old requisition.


NOTE: The Due Date, found on the Requisition Defaults page, must be added when copying a requisition. The Quantity and Price must also be verified and changed as needed.


NOTE: When copying a requisition from another user, you may have to change default information as well as line item information. Once changes have been made, you should check the Schedule page to ensure the Due Date has defaulted over.

You can enter the Requisition ID for the requisition you wish to copy directly into the Requisition ID field. You can also search for the Requisition ID using the Look up Requisition ID button. The Requester field may also be used to search for available requisitions.


NOTE: The other fields on the page are recommended for use when searching for a requisition.

If you had copied a requisition from another user, the Requester ID would have changed. You must change the Requester back to your User ID before entering information on the Schedule or Distribution pages.

When copying a requisition you must go to the Schedule page to enter the Due Date, or make changes to the Ship To, Quantity and/or Price.


Changes made to a line item that defaulted from the copied requisition such as Quantity, Account, Dept, Location, etc, must be made on the Distribution page.


When adding new line items to the requisition, you will need to enter default information for those lines on the Requisition Defaults page.


You will make any changes to the Account, Dept, Location, etc.


Once all needed changes have been made, click the OK button.

Click the Return to Main Page link to return to the Maintain Requisitions page.

If a Due Date was entered on the copied requisition, that date will default onto the Schedule page. A new requisition cannot contain a stale date, so a new Due Date must be entered.


Enter the desired information into the Due Date field. Enter "060811".

No changes need to be made to the Ship To or Price. However, changes must be made to the Quantity.


When you save the requisition for the first time, the system will assign a Requisition ID number to the requisition.


Copy a Requisition

This completes Copy a Requisition.

In this example, we are using the Requester option to search by. You can also use the Requisition ID field.

 

If a Due Date was entered on the copied requisition, that date will default onto the Schedule page. A new requisition cannot contain a stale date, so a new Due Date must be entered.


Enter the desired information into the Due Date field. Enter a valid value e.g. "060811".

No changes need to be made to the Ship To or Price. However, changes must be made to the Quantity.


Click the Purchasing link.
Click the Requisitions link.
Click the Add/Update Requisitions link.
Click the Add button.
Click the Hold From Further Processing option.
Click the Copy From link.
Click the Look up Requisition ID button.
Enter the desired information into the Requester field. Enter
a valid value
e.g.
"Your UserID"
.
Click the Look Up button.
Click the 0048966 link.
Click the Search button.
Click the Hold From Further Processing option.
Click the Save button.
Click the Schedule... button.
Click the Distribution button.
Click the OK button.
Click the Return to Main Page link.
Enter the desired information into the Due Date field. Enter
a valid value
e.g.
"060811"
.
Enter the desired information into the Quantity field. Enter
a valid value
e.g.
"5"
.
Click the Save button.