9.2 Create PO from Req - Via Copy from Requisition
Purpose: To use the Copy from Requisition process to create a new PO using ctcLink.
Audience: Purchasing staff
ctcLink Purchasing enables you to create a new purchase order by copying an existing contract, requisition, or PO. Copying enables you to save redundant data entry time.
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.
Creating a PO from a Req - Via Copy from Requisition
Update Existing POs
Navigation: Purchasing > Purchase Orders > Add/Update POs
- The Purchase Order search page displays.
- If you already have a PO you want to update, enter the Business Unit and PO ID.
- Make sure the PO has not already been approved.
- Select Search and select your appropriate row. This should take you to the Maintain Purchase Order page.
- You can skip the Add a New PO ID section and go directly to the Maintain Purchase Order section.
Add a New PO ID
- From the Purchase Order search page, select the Add a New Value tab.
- Enter Business Unit. The PO ID field will be auto-populated with NEXT for the new PO are you creating.
- Select the Add button.
Maintain Purchase Order
- The Add/Update POs page displays.
- The value in the PO Date field is the current system date by default. You can override the purchase order date. This appears on the purchase order and is the date used for price calculation if the price date is defined as the purchase order date.
- Enter the desired information into the Supplier ID field.
- Select the Copy From field and choose Requisition. This will automatically take you to the Copy Purchase Order from Requisition page.
When you copy from a requisition, you are sourcing the requisition onto the purchase order. The Copy From field on the previous page enables you to turn a requisition into a purchase order without going through sourcing. If you want to partially source, split source, or consolidate requisitions, use the Requisition Selection component. If a blanket purchase order is specified on the requisition line, it cannot be sourced to the purchase order here. In addition, the procurement card information will be copied to the new purchase order if all the requisitions selected are using the same procurement card information. If the information between the requisitions is not the same, the procurement card will be blank or the buyer's procurement card will become the default value. If a supplier card currently exists on the purchase order, it will not be overridden by the requisitions procurement card information.
- The Copy Purchase Order from Requisition page displays.
- Enter the Supplier ID or the Requisition ID.
- Select the Search button. This populates the Select Requisition Lines section.
- Select the relevant Requisition Line(s) from the search results.
- Select the Copy To PO button.
- The main Purchase Order page displays.
- Notice that the page displays the details of the items that you selected to copy. Also notice the fields that are auto-populated throughout the Purchase Order screen. Information that you would have otherwise had to enter manually.
- Select the Save button.
- Notice that the system has automatically assigned the new PO ID if you were creating a new PO. Otherwise, it will update your existing PO.
- You have successfully created a PO by copying a requisition.
- 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.
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