9.2 Create a PO by Copying a PO

Purpose:  To create a purchase order by copying a purchase order using ctcLink.

Audience:  Finance staff.

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 of PO by Copying a PO

Navigation: Purchasing > Purchase Orders > Add/Update POs

  1. The Purchase Order search page will display.  On the search page, enter the Business Unit.
  2. PO ID defaults to NEXT.
  3. Select the Add button.  The Purchase Order page will display.
  4. Use the Purchase Order page to enter or change PO information online.
  5. Select the Copy From list.  Select Purchase Order from the drop-down menu.  The Copy Purchase Order from Purchase Order pagelet will display.
Purchase Order page
  1. On the Copy Purchase Order from Purchase Order pagelet, use the PO ID field to enter the identification number of the PO that you want to use to create another PO. Enter the desired information into the PO ID field. 
  2. Select the Search button.  The results will display in the Select PO section.
Copy Purchase Order from Purchase Order pagelet
  1. On the Select PO section, notice that the details of the PO ID displayed. You now need to select this PO ID to create a PO.  
  2. Select the checkbox for the Select column.
  3. Select the OK button.  The Purchase Order page will display.
Select PO section
  1. On the Purchase Order page, the details of the selected PO are displayed.
  2. Select the Save button.
Purchase Order page
  1. Notice that the PO ID is now assigned.
  2. The process to create a new PO from an existing PO is now complete.
  3. End of procedure.

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. - coming soon!

View Tutorial Via Panopto

View the external link to Checking Purchase Order Document Status. This link will open in a new tab/window. . - coming soon!


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