Copying a Requisition

Permissions

  • You require a role with the Requisitions permission to access Requisitions maintenance. See Permissions in ARM.

  • You require a role with the Can Copy Req and Template permission to copy a requisition from the detail page.

  • You require a role with the Can Fast Copy Req permission to copy a requisition from the summary page.

To copy a requisition:

  1. Select AllRequisitions All Requisitions on the Side Menu to open All Requisitions. See Side Menu.

    The Requisitions page opens.
    AllRequisitions1

  2. Click Copy OR

    Select a requisition to open the detail, then click the Copy button across the top right menu bar.

  3. Select the Copy Options from the pop-up dialog, which has default settings from Global Settings.

    Detail

    RequisitionCopyOptions252
    Header Only

    Only copy the header information, such as dates and payment type.

    Include Attachments

    Include any attachments in the copy.

    Include Notes

    Include any notes in the copy.

    Include Custom Data

    Include any custom data in the copy. This option is only available if the Use Requisition Types Global Setting is set to Yes.

    Copy Tax Data

    For each line, copy the Tax Liability and Tax Category.

    Fast Copy

    Copy all details of each line. Without this option selected, the default values (not the edited values) for each line are used.

    Copy Line Date Fields

    For each line, copy the dates.

    Requester

    This is the default Requester on the new document. Either keep the Requester (which is the Requester linked to you, the logged-in user), or select a different Requester, from the list of Requesters that you can request for.

  4. Click Save & Close.

    The requisition is copied, according to the selected options.

  5. On the Requisition detail page modify the requisition as required.

  6. Click OK to save the requisition.

If you delete an attachment from a copied requisition, the attachment is not removed from the original requisition. Likewise, if you delete an attachment from a requisition, this will not be removed from any copies of the requisition.