Copy Purchase Order

Access this form using Activities>Purchase Orders>Create/Modify Purchase Orders> Copy.

Use this form to copy an existing purchase order. All items and general information is copied into the new purchase order. For example, if encumbrance entries were applied to a purchase order, the new purchase order will have that same structure.

 

Copy From Number Type, Number, Description: Select Reference to copy an initial order that has not been printed/finalized, or Purchase Order to copy an existing purchase order. Then, select the actual Reference or Purchase Order number to copy from. The system displays its description.

Copy To Reference Number, Description: Enter a unique number for the new purchase order, along with a description. We recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.

You can copy a purchase order for items ordered on a regular basis. For example, you can submit a monthly purchase order. You can simply copy last month's order to use as a starting point for this month's order.