Using the Copy Feature in E-Procurement

When creating a requisition that is similar to that of an existing NC E-Procurement requisition, users can copy the original requisition using the following steps:
 
  1. Locate the requisition to copy in the appropriate status folder
  2. Check the checkbox next to the requisition
  3. Click the ‘Copy’ button
 
This automatically creates a new requisition with a new requisition ID number in the ‘Composing’ folder. By using the ‘Copy’ feature, users will not have to key non-catalog information into the system again. The Copy feature will also copy any items that are listed in the Catalog including an updates made since the item was originally selected. Punchout Items cannot be copied because these items are listed and maintained on the individual company’s websites.
 
Users can also copy individual lines within a requisition. To save time creating Catalog and Non-Catalog Requisitions, simply select the checkbox next to the line needing to be copied and select ‘Copy.’ This will add an additional line to the requisition with all of the information included from the initial line. Users can then make any necessary changes to the copied line. For example, if a user is ordering 2 computers that are exactly the same, but need to be shipped to 2 different locations, create a line that shows 1 computer and copy the line. The only field that will need to be changed is the ‘Ship To’ address.