Create a PO by Copying a PO

Purpose:  Use this as a reference to create a Purchase Order (PO) by copying an existing Purchase Order within ctcLink.

Audience:  Buyer's / Finance - Purchasing

You must have at least one of these local college managed security roles:

  • ZD Accounts Payable Inquiry
  • ZD Purchasing Inquiry
  • ZZ Purchase Order Entry
  • ZZ Purchasing Approval

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Create a PO by Copying a PO

Navigation: Purchasing > Purchase Orders > Add/Update POs

  1. The Purchase Order page displays. Enter the Business Unit.
  2. PO ID defaults to NEXT. Select the Add button.
  3. The Maintain Purchase Order page displays. Select the Copy From drop down menu and select Purchase Order.
  4. The Copy Purchase Order from Purchase Order window displays.
  5. Use the PO ID field to enter or lookup the identification number of the PO that you want to use to create another PO. Optional to use the PO Selection Criteria to utilize multiple search criteria fields to refine search results.
  6. Select the Search button.  The results will display in the Select PO section.
  7. Notice that the details of the PO ID displayed. You now need to select this PO ID to create a PO.  
  8. Mark the PO checkbox that you would like to copy from the Select column.
  9. Select the OK button.
Select Copy From Purchase Order
  1. The Maintain Purchase Order page displays with the details of the selected PO entered. Update details as needed.
  2. Select the Save button.
  3. Notice that the PO ID is now assigned.
Select save

Follow the next steps according to your local business practices, such as Budget Pre-Check and Submit for Approval.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial via Panopto

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