Copying an Existing Purchase Requisition Lesson

This task is dependent upon the type of requisition you want to copy.

The Work with Order Headers screen can be accessed through a "Revise {document}" or "Enter {document}…"

Steps:

1. Click the State of Nebraska link.

   Step 1

2. Click the Purchasing - Agencies link.

   Step 2

3. Click the Requisitions - Agency link.

   Step 3

4. Click the Enter Commodity Requisition link.

   Step 4

5. Click the Enter Comm Req (OR) link.

   Step 5

6. If known, enter the Order Number of the Requsition to be copied in the Order Number field or use the Query by Example (QBE) line to narrow the search.

    

    Enter "48357".

   Step 6

7. Click the Find button.

   Step 7

8. The radio button on the first row of the grid populates automatically.  If there are multiple grid rows, select the row with the Requisition to be copied.

    

   Click the option.

   Step 8

9. Click the Copy button.

   Step 9

10. Order Detail

     

    Do not enter information in the Order Number field.  The system automatically assigns a number.

     

    Requested Date and Promised Delivery Date do not copy from the Original Purchase Requsition.

     

    Enter dates in Requested and Prom Del Date fields.

    Step 10

11. Order Detail

     

    Revise data as desired. Open fields in the Header can be updated. 

     

    Detail lines:

    o  Revise fields as desired; i.e. Quantity Ordered

    o  Remove rows from grid if they they are not to be copied to the new Purchase Requisition

    Step 11

12. Enter the desired information into the Quantity Ordered field. Enter "25".

    Step 12

13. Record the system assigned Order Number from the Order Header.  You will need this number to complete this procedure.

     

    Click the OK button.

    Step 13

14. To revise additional information on the new Requisition, proceed as follows:

     

    Click in the Order Number field.

    Step 14

15. Enter the new Requisition number into the Order Number field. Enter "48358".

    Step 15

16. Click the Find button.

    Step 16

17. Click the Row button.

    Step 17

18. Click the Header Revision menu.

    Step 18

19. Order Header

     

    Modify information on the Order Header as required

     

    Note: To update Send Invoice To field – Delete the information in the field. The Send Invoice To field will automatically populate with an address that is associated with the Ship To field. It can be overridden if you want the invoice to be sent to a different address.

    Step 19

20. Click in the Requested field.

    Step 20

21. Enter the desired information into the Requested field. Enter "8/1/2010".

    Step 21

22. Click in the Prom Del Date field.

    Step 22

23. Enter the desired information into the Prom Del Date field. Enter "8/1/2010".

    Step 23

24. If you need to update information specific to the document description, location and contact, click the Additional Properties tab.

    Step 24

25. Enter the desired information into the Document Description field. Enter "NEW DESCRIPTION".

    Step 25

26. Click in the Document Contact field.

    Step 26

27. Enter the desired information into the Document Contact field. Enter "100386".

    Step 27

28. Once Order Header information is revised, click the OK button.

    Step 28

29. Review Detail information in grid.  Update desired information in Order Detail.

     

    Click the OK button.

    Step 29

30. Click the Close button.

    Step 30

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