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Creating a Requisition Using Referencing Technique

To save time, you can copy items from an existing requisition into the requisition you are creating or changing. To reference another requisition, you must know the number of the requisition containing the items you wish to adopt.

Procedure

  1. Choose Requisition
  2. ® Create.

The initial screen appears.

  1. Choose Requisition
  2. ® Copy reference ® Purchase requisition.
  3. Enter the number of the reference requisition and - if known - the numbers of the reference items to be copied in the dialog box which now appears.

The overview of the reference items appears.

  1. Select the items you wish to adopt.
  2. Choose one of the following menu paths:
  3. – If you want to change the selected items before copying, choose Edit ® Selections ® Edit ® Adopt+details.
    Make your changes on the item detail screen for each item you have selected.

    – If you want to copy the selected items without changing them first, choose Edit ® Selections ® Edit ® Adopt.

    The Item overview screen of the new requisition appears, with the copied items. You can add additional items, or adopt further items from another purchase requisition.

  4. Save the purchase requisition.

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