In this topic you will learn to Copy a Requisition.
The Date From field may need to be changed to search for older requisitions. In this example the date range is going to be expanded to a wider date range.
Enter in the requisition ID to be copied. If you don’t know the requisition ID you can click the magnifying glass next to the requisition ID field and search by Requestor User ID.
If you know the Requisition ID enter the desired information into the Requisition ID field. Enter "0072075".
The desired requisition will display at the bottom of the screen.
The Checkout - Review and Submit page will display.
On this page the Schedules and Distributions of the requisition lines can be modified. To access them, click on the Expand Requisition Lines arrow on the left side of the Line Item.
Click the button to the left of the Expand Requisition Lines field.
In this example, the Quantity has been changed.
A Message will display regarding the allocation of the quantity, due to the change made.
If all schedules and distributions are ready, scroll to the bottom of the page.
The Distribution will automatically split based on the percentage distribution indicated.
The Requisition Confirmation page will display.
The requisition will be submitted for approval, and once approved, it will have to be Budget Checked before it can be sourced to a Purchase Order.
Change the necessary information for the new requisition.
NOTE: If copying another user's requisition, you will receive a message stating that the default items from that user will remain unchanged. Please remember to review the copied requisition and change items as required for your needs. Click Yes to continue from this message.
NOTE: Remember, if you copied the requisition from another user you need to change default information to your required information (i.e. requester ID). Once you change Requester to your own ID you will receive a message like the one above, choose the appropriate answer to return to the Checkout – Review and Submit page. Click the Yes button to continue.
This completes Copy a Requisition.
The Date From field may need to be changed to search for older requisitions. In this example the date range is going to be expanded to a wider date range.
Enter in the requisition ID to be copied. If you don’t know the requisition ID you can click the magnifying glass next to the requisition ID field and search by Requestor User ID.
If you know the Requisition ID enter the desired information into the Requisition ID field. Enter a valid value e.g. "0072075".
In this example, the Quantity has been changed.