Copy a Requisition
- Nehal Gupta
- Jeremiah Macht
This guide will assist you with copying a requisition which will make it easier for you to complete a similar order. Before you begin, you will need to search for and open one of your previous requisitions before you are able to copy.
Please note, ensure that the requisition you want to copy is a Non-Catalog order (ex. Goods & Services or Blanket Order), NOT a Catalog order (ex. Dell or Airgas punchout websites).
Find and Copy Your Cart
Search for your requisition you wish to copy and click on the result displayed.
When you open your previous requisition, you will see the 3 dot Ellipsis Actions menu. Click on Copy to New Cart. You will be taken to a new shopping cart where you can click Proceed to Review to continue.
Notice that your attachment from your previous requisition has come over to your new copied draft requisition. You may need to remove the old attachment by going to the Internal section. Click on the 3 dot menu (
) to display the option to remove. Next go to the form and upload a new attachment if needed.
Forms will copy the attachment from the form to the requisition’s Attachment tab. Form Requests will only keep the original on the form request, and not add a copy to the attachment tab.
Forms: Blanket Order, DV, Guest Travel, EHS Purchase
When Copying a Disbursement Voucher, you will need to update the DV form with an updated supplier invoice number as it has to be a unique number
Submit or Assign Your Cart
Once your changes have been made, such as accounting codes, shipping or items, you can continue to either Place Order or Assign Cart.
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