Introduction

When managing inventory or resources in an organization, copying existing requisitions can save time and reduce errors. This article provides a straightforward guide on how to efficiently duplicate a requisition within your management system, allowing for quick edits and resubmission.

A. Problem Statement

The process of creating similar requisitions repeatedly can be time-consuming and prone to mistakes, especially when dealing with large numbers of items or complex orders. Having a simple method to copy and modify existing requisitions can streamline workflows and increase productivity.

B. Solution

Step 1:

Go to Tools > Requisitions.

Step 2:

Identify and click on the requisition you want to duplicate, then select Copy Req.

Marketplace Requisitions (Amazon, Staples, etc.) cannot be copied.

Step 3:

An exact copy of the chosen requisition will appear. Here, you can update any necessary details such as quantities, items, or dates. After making the changes, click Submit to complete the process.

C. Best Practices

• Review the original requisition for accuracy before creating a copy.
• Organize your requisitions clearly, so the correct one can be located quickly.
• Double-check any changes made to the copied requisition to avoid submission errors.
• Regularly update your knowledge of the requisition system to utilize new features and improvements.

D. Troubleshooting

• If the desired requisition is not displaying in the grid, try clicking Clear Filter to ensure there are no previous filters set.
• If copying is disabled, your user account may not have the required permissions.

E. Related Articles

Requisitions: Create a Requisition

Conclusion

Copying requisitions is a practical feature that can significantly reduce manual efforts in repeat order scenarios. By closely following these steps, you can ensure your requisitions are duplicated and modified correctly, facilitating a smoother operation in your day-to-day tasks.