Copying existing purchase orders

You can copy order information from an existing released purchase order to create a new purchase order. You can copy specific item information and add new information that is specific to your company or ordering situation.
  1. Select Manage Purchase Orders.
  2. Click Create From Purchase Order.
    This button is available on the Unreleased, Released, Unapproved, All, and Closed tabs.
  3. Select the Company and the Copy From Purchase Order.
    The original purchase order values are displayed.
  4. In the New Purchase Order Values section, specify this information:
    Company
    Select a company number.
    Buyer
    Select a buyer.
    Delivery Date
    Select a delivery date.
    Vendor
    Select a vendor.
    Purchase From
    Select the purchase from location.
    Ship To
    Select a location to ship the item.
    Purchase Order Date
    Select a purchase order date. Current date is the default.
    Release
    Select this check box to release the purchase order when you click OK.
  5. In the Line Copy Options section, specify this information:
    Unit Cost
    Select this check box whether the unit cost values are copied from the purchase order.
    Ignore Cancel Quantity
    Select this check box whether the new purchase order ignores canceled line quantities. Clear the check box to copy the canceled line quantities.
    Distributions
    Select this check box whether distribution values are copied to the new purchase order.
    Comments
    Select this check box whether the comments are copied to the new purchase order.
    Add On Costs
    Select this check box whether the add on costs are copied to the new purchase order.
    Tax Data
    Select this check box whether tax data is copied to the new purchase order.
    Source Records
    Select this check box whether source documents are copied to the new purchase order.
    New Default Tax Code
    When adding a line to a purchase order, if the tax company is set up to use a third party tax and if the item is determined to be taxable, then the tax code 00 is the default.

    An item is considered taxable for these conditions:

    • the Taxable field is set to Yes in the Item Location, Item master, or purchase order header or
    • if the Taxable field is set to Yes on the purchase order line.

    The tax rate is determined by the address of the Payables vendor.

    New Requesting Location
    Requester
    Source Document
  6. Click OK.
    You can manually open the purchase order to add further information if you have not already released it, and then release it.