Review the Header, Commodity, and Accounting amounts to make sure they are in balance. Are these amounts are in balance? If yes, click the Complete button. Write down the requisition number list on the help bar (bottom left). Steps - Procedure 5 The Copy Requisition window enables you to copy data from a completed and posted requisition to a new requisition document. Follow these steps to create a requisition using the copy function. Create your own requisition code in the Requisition field, or allow the system to generate one by entering Next in the field. Click the icon or select from the menu. Copy Copy Requisition Options Result: The Copy window opens. Enter or select a value in the Copy From Requisition field. Note: The Vendor field can help verify that you have selected the correct requisition to be copied. If the requisition you are coping did not contain a vendor, then it will not appear in the Vendor field Click This will copy the information from the old document to the new OK. document, and you will be taken to the Requestor/Delivery Information window. Result: The requestor, vendor, commodity, and accounting information are carried forward to the new document. All suspense flags are set to Y. You must navigate through the new requisition to remove the document from suspense and complete it. Warning: The copy functionality will not check or update available balance until you navigate through the form. Change the order date in the Order Date field, if appropriate. Change the transaction date in the Transaction Date field, if appropriate Enter a delivery date in the Delivery Date field.
Review the Header, Commodity, and Accounting amounts to make sure they are in balance. Are these amounts are in balance? If yes, click the Complete button. Write down the requisition number list on the help bar (bottom left). Steps - Procedure 5 The Copy Requisition window enables you to copy data from a completed and posted requisition to a new requisition document. Follow these steps to create a requisition using the copy function. Create your own requisition code in the Requisition field, or allow the system to generate one by entering Next in the field. Click the Copy icon or select Copy Requisition from the Options menu. Result: The Copy window opens. Enter or select a value in the Copy From Requisition field. Note: The Vendor field can help verify that you have selected the correct requisition to be copied. If the requisition you are coping did not contain a vendor, then it will not appear in the Vendor field Click OK. This will copy the information from the old document to the new document, and you will be taken to the Requestor/Delivery Information window. Result: The requestor, vendor, commodity, and accounting information are carried forward to the new document. All suspense flags are set to Y. You must navigate through the new requisition to remove the document from suspense and complete it. Warning: The copy functionality will not check or update available balance until you navigate through the form. Change the order date in the Order Date field, if appropriate. Change the transaction date in the Transaction Date field, if appropriate Enter a delivery date in the Delivery Date field.
FI-PurchasingProcurement-8_4-WB.docx