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Steps to use Copy Feature.

Pre-requisite: Must grant permission to the copy button if it is disabled. To grant permission, navigate to Maintenance>Security.

Method 1 (Copy an entire documents)

1: To copy and create a document from an old PO browse to

Requisition - My documents - select the document - and click on the "Copy" button below. A new document will be create, edit as needed before submitting for approval

Method 2 (Copy Items from other documents)

Navigate to Requisition Tab>My documents and click New.

Enter required information and click locate the copy icon on the lower left corner of the data grid.

Select from the list of the document you want to copy from.

copy documents copy feature requistion

Creation date: 4/9/2019 12:53 PM Updated: 8/25/2021 11:08 AM

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