Copy a Requisition

Copy a Requisition Version

This topic discusses:	Links to related topics:
Overview - Security Copying a requisition	For requesters: Open Order Guide requisitions Open direct requisitions for file items Open direct requisitions for non-file items Open a par cart requisition View requisition details Release a requisition for picking Copy a requisition Add items to a requisition Edit a requisition For approvers: Approve a requisition Approval processing by cost, commodity code, or item type For administrators: Set up an approval group Import requisition information For the warehouse: Create an order guide Edit an existing order guide Release a requisition for picking Pick a requisition Make order guide quick issues
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Overview

Often, it may be efficient to create a new requisition by copying and changing an existing similar requisition. You can copy a requisition, and once it is copied, edit it to change or add information before submitting it for approval.

Security

To access organization, department, or asset location data, the organization, department, or asset location must be included in your data profile.

The "Requisitions" role object controls access to requisition display and copying. For the Requisitions - All Depts list, the minimum setting is Create for users to copy a requisition. For the Requisitions - Current Departments list, the minimum setting to copy a requisition is View.

To copy a requisition:

From the Materials Management main Contents, select Requisitioning > Requisitions - Current Dept. The Quick Click menu appears.
Note: You can also copy requisitions by selecting Requisitioning > Requisitions - All Depts, but you must specify a department on the Quick Click menu, and then choose a requisition from a list for that department.
Locate the requisition that you wish to copy.

If you know the requisition number of the requisition that you wish to copy, do the following:
- Under I would like to... on the Quick Click menu, select Copy.
- Enter the requisition number in the box under Requisition Number.
- Click Go.
If you do not know the requisition number, do the following:
- On the Quick Click menu, select View the Requisition List.
- Click Search. Use Search to find your requisition. You can search on a characteristic of the requisition...such as the required date, requesting user, or particular words in the requisition...that you may know.

Once you find the requisition, click Menu > Copy.

Copy Requisition

Add or change information in the required fields.
Note: Be sure to select the Copy All Notes field on the General tab if you wish to copy any notes associated with the requisition.
Click Submit. The system copies your requisition and sends a message that tells you the number of lines copied and the new Requisition Number.
On the Requisitions list, click Refresh. The copy of the requisition appears, along with the word Copy in the Description field.
Follow the normal procedure to submit your requisition for approval.

Find misspelled words: requsition requistion reqisition requstion