Select the Data Entry menu and then Requisition Entry.
If there are any unsubmitted requisitions previously entered and saved by the current user (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Number Search screen will appear; click the Cancel button. If there are not any unsubmitted requisitions (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Entry screen will appear immediately.
On the Requisition Entry screen, click the Copy Requisition button.
If prompted, click OK to continue.
Enter the number of the requisition to copy in the Old Requisition Number field. If the requisition number is not known, click the Find button to select the correct one.
If desired, enter the requisition number to use for the new requisition that will be created in the New Requisition Number field; otherwise, leave the field blank to have the system automatically assign the requisition number. The requisition number can be alphanumeric and up to 15 characters long. If the Disable Requisition Number in Data Entry field in the Requisition Options in the School Accounting System is selected, the New Requisition Number field will be disabled (gray) and the requisition number will be automatically assigned once the requisition is saved (copied).
Note: If having the system assign the requisition number, the system will assign the number as follows: 1) first, if the requisition is tied to a ship to address with a defined requisition prefix, the number will be incremented from the most recently used requisition number with that prefix; 2) otherwise, if a requisition prefix was defined in the Accounts Payable System File, the number will be incremented from the most recently used requisition number with that prefix; or 3) else the number will be incremented from the most recently used requisition number. Keep in mind, if the Purchase Order Number Same as Requisition Number field is selected in the Accounts Payable System File, a requisition number cannot be used if it matches a purchase order number that already exists.
In the Expected Date field, enter the date the good or services on the new requisition are expected to be received. Use the mm/dd/yyyy format or click the Calendar Search button to select the desired date. The Expected Date from the selected requisition to be copied but with the month and year updated as based on the computer date of the web server appears by default, but can be changed to a date that is within the month prior to the current computer date to any future date.
Click the Save button.
A prompt will appear stating the new requisition was saved; click OK.
The newly created (copied) requisition will appear on the screen; if needed, make changes and then click the Save button.