How to Create a Requisition Using the Copy Feature

The copy feature is available to allow the user to create a requisition using information from an already existing requisition. Boards may use this feature when they are purchasing the same materials on a monthly or yearly basis for example. This process will create a new requisition although the information may be the same from a previous requisition. The user has the option of modifying the copied requisition however they wish (i.e. add or deleting stock etc.). Once the items are reviewed and checked out, they become requisitions. Requisitions are posted as pre-commitments.

Requisitions are created to allow the user to request stock or miscellaneous items that are needed for a School or Board from the Shopping Cart. Requisitions may be entered for different vendors. A requisition number will be system generated for each vendor upon successfully saving the requisition.

Some requisitions require approval based on user settings. If a user with requisition approval creates a requisition, the requisition will be auto-approved.

Use the following steps to create a requisition using the copy feature:

1. Click on the Business tab, click Requisition, and select Requisition Management.

2. If applicable, enter the Requisition Number.

3. Click on the Search button.

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

4. Click on the Action drop-down menu beside the corresponding requisition and select Copy.

5. In the Shopping Cart Requisitioning screen, review the requisition information in the Cart section to be copied.

6.

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