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 a PO by Copying a PO

Navigation: Purchasing > Purchase Orders > Add/Update POs

  1. The Purchase Order page displays.
  2. Enter the Business Unit.
  3. PO ID defaults to NEXT.
  4. Select the Add button.
  5. The Maintain Purchase Order page displays.
  6. Select the Copy From list. Select Purchase Order from the drop-down menu.
  7. The Copy Purchase Order from Purchase Order pagelet displays.
  8. 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.
  9. Select the Search button.  The results will display in the Select PO section.
  10. Notice that the details of the PO ID displayed. You now need to select this PO ID to create a PO.  
  11. Select the checkbox for the Select column.
  12. Select the OK button.
  13. The Maintain Purchase Order page displays with the details of the selected PO entered.
  14. Select the Save button.
  15. Notice that the PO ID is now assigned.

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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