Copying an Existing Requisition
This article covers how users can copy data from an existing purchase requisition into a new requisition. This can be useful for repeat purchases, especially those that are typically entered at the beginning of each fiscal year.
You can copy any purchase requisition, including ones created by someone else in your department and ones that have been canceled.
Before you start this process, you will want to know the Requisition ID of the purchase requisition that you want to copy. There are a number of places where you can look up a Requisition ID, including in CFS.
The easiest place to find a Requisition ID is the Requisitions Report on the Purchasing dashboard in Data Warehouse/OBIEE. You will be able to see ALL requisitions for your department(s) since July 2010, regardless of who created it.
You can use the included search on the Copy Requisition screen to look up a requisition, but keep in mind that you will not be able to preview the requisition before copying it.
If you have added Add/Update Requisitions as a navigation tile to your personal CFS homepage, you can just click on the tile on your homepage. You can view instructions on adding a navigation tile for more information.
- Click on the CFS End User tile.
- Or you click on the NavBar icon to navigate to NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions.
6. Enter the Requisition ID that you want to copy. Or use the search criteria to look up a requisition. Then click Search.
- Enter the ID number of the requisition that you want to copy in the Requisition ID field. Alternatively, you can enter information into the other search fields to find a requisition.
- Then click Search.
7. Place a checkmark next to the requisition that you want to copy in the list of search results. Then click OK.
You are not able to preview the requisition by clicking on the Req ID hyperlink.
- Locate the requisition that you want to copy in the search results and place a checkmark next to it.
- Then click OK.
7.1. If you are copying a canceled requisition, click OK to change the requisition status from Canceled to Active.
7.2. If you are copying a requisition created by someone else, you will need to click Yes to continue with the copy.
7.2.1. Next, you will need to click on the lookup icon in the Requester field to change it to your name.
The Copy From feature copies nearly all fields on the previous requisition, including the Requester Name/ID. You will need to change the Requester field to your name before moving on.
This screen is asking whether you want to replace fields on the requisition with your personal default settings, including the chartfield string (e.g., Account, Fund, Dept ID).
It is recommended that you always select No for this option because this keeps the previously used chartfield string intact which is often an important component of using the copy feature.
However, if you want to apply your default settings as shown on the screen, you can click Yes.
- These are the changes that will be applied to the specified fields if you click Yes.
- It's recommended that you click No to keep the previously used chartfield string (Account, Fund, Dept ID) intact.
You may not be able to save this requisition until you make a few changes. For example, if the Due Date is a date in the past, the system will not allow you to save the requisition until the field is changed.
Technical issue with CFS? Contact the IT Help Desk at [email protected] or 657-278-7777.
Questions about how to do something in CFS? Contact IT Training at [email protected] or 657-278-5647.