Copying a Purchase Order

Purpose:  Use this document as a reference for copying a Purchase Order from an existing Purchase Order in ctcLink.

Audience:  Purchasing 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.

Copying a Purchase Order

Navigation: Purchasing > Purchase Orders > Add/Update POs 

  1. The Purchase Order search page displays.  Select the Add a New Value tab to add a new value.
    1. If it did not default, enter or select the appropriate business unit in the Business Unit field.
    2. Select the Add button.
  2. The Purchase Order page displays. Use the Copy From drop-down menu to select the Purchase Order option.
  3. The Copy Purchase Order from Purchase Order pagelet displays. Complete the following:
    1. Enter or select the PO number in the PO ID field of the PO from which you want to copy.
    2. Select the Search button to review available POs to copy.
  4. The Select PO section is populated.
  5. Select the Select checkbox of the PO ID you would like to copy.
  6. Select the OK button.
Copy Purchase Order from PO search screen
  1. Optional to receive a message letting you know that you are copying and/or an additional second message regarding taxes. For both messages, select the OK button.
Copy Message
Tax Message
  1. Review the new PO to ensure that you don’t have any adjustments to quantities or pricing.
  2. Select the Save button to create the new PO.
  3. Note: The PO ID field now has the PO number assignment.
PO ID has been generated
  1. Process complete.

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.

Video Tutorial Via Panopto

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