Copy Purchase Orders

You can select existing purchase orders and create new orders containing the same line items. This feature is useful for copying orders for goods and services that are ordered repeatedly throughout the year.

Quote information is not copied.

In addition, if any line items on the purchase order you're copying are associated with a purchase requisition, those associations will not be carried over to the newly created order.

Copy POs

  1. Select Purchase Order from the Purchasing menu. The Purchase Order window opens.

  2. If needed, select the vendor to shorten the list and make it easier to locate the PO(s) you want to copy. You can enter the vendor name in the Quick Search field or use the pinned Ordering Vendor filter.

  3. Check the box(es) for the PO(s), and select Copy Purchase Order from the More menu. The system creates new POs and increments the PO numbers.

The new POs are ready to be edited or issued.

 

Return to Purchase Order Overview

Return to Purchasing Overview