Copy a Purchase Requisition

The Copy Purchase Requisition feature allows the user to select an existing purchase requisition and create a new requisition with the same items. This feature is especially useful for copying requisitions for goods and services that are ordered repeatedly throughout the year.

• Account code allocations on the new requisition remain the same as on the original PR if you increase or decrease the item unit price and/or quantity.

• All text in the Comments field of the original requisition is copied to the new requisition. The copied text includes any approval comments or rejection reasons. You may want to edit these comments for the new requisition.

Copy a purchase requisition

1. Select Purchase Requisition from the Purchasing menu or My Purchase Requisitions from the My AptaFund menu.

2. Check the box to select the requisition you want to copy, and click the Copy Requisition button. The system adds a duplicate requisition in the New state.

The new requisition is ready to submit for approval.

Return to My Purchase Requisitions Overview

Return to Admin Purchase Requisitions Overview

Return to Purchase Requisitions Overview