Copying an existing requisition
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Sign in as Requester, and select My Requisitions.
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On the Open tab, select Create Using Copy
From Requisition.
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Specify this information:
- Company
- Specify the company number.
- Copy From Requisition
- Specify the requisition to copy.
- Requesting Location
- Specify the requesting location.
- From Company
- Specify the source company.
- From Location
- Specify the source location that is associated
with the From
Company. The location is either the inventory location that
supplies the items or the purchase order ship-to location that receives the
items.
- Requested Delivery Date
- Specify the date that you want the items to be
delivered. Requisitions with the oldest requested delivery date with
backorders are allocated before later dated requisitions.
- Default Vendor
- Specify the suggested vendor code for the
requisition. The suggested vendor prints on the requisition when you run
. The vendor can be changed when a purchase order
is created. The vendor must be previously defined in Vendor.
- Purchase From Location
- Select the suggested purchase from location for the
specified vendor. Vendors can have multiple purchase from locations. The
purchase from location code prints on the requisition when you run
.
The purchase from location can be changed when a purchase order is created for
the requisition. The purchase from location code must be defined in
Vendor Location.
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Click Submit.
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Select the Lines tab on the created requisition, and update the line item
information.
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Click
Save.
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Click Release to release the requisition.