Copying a Requisition

Existing requisitions can be copied to create new requisitions using the same data. This helps speed up the creation process when creating new requisitions that are similar to ones already in the system.

You may copy a requisition in any status; however, the new requisition you create will begin in the "Draft" status, just as if you were creating it from scratch.

When copying a requisition, all of the fields for the requisition are carried over to the new copy. This includes all fields found in the Basic Data and Requisition Details section of the Requisition Detail page. Additionally, any documents attached to the original requisition are also copied over.

Notes are not included in the copy process.

When you copy a requisition, you are placed into the Create Requisition wizard used when creating new requisitions. The only difference is that the wizard opens up to Step 3 (Enter Req Details), and the Req Details form is pre-populated with information from the original requisition.

  1. Open the Requisition Detail page for the requisition you wish to copy.
  2. Select the Copy option from the Take Action drop-down list. The page reloads and a pop-up window opens to Step 3 (Enter Req Details) of the Create Requisition wizard.

  3. Complete the wizard as you would for a new requisition.

    Click here to view the topic on using the create requisition wizard.

Completing the requisition process is the same for new and copied requisitions. After the Submit for Approval or Save button is clicked, the page reloads and displays a message stating the requisition was successfully submitted (or saved).

The user selected to review the requisition receives an email notification informing them of the new requisition that requires their approval.