What information is included when copying a Purchase Requisition (PR)?

Requisitions can be copied regardless of their state. Only certain items are copied when you copy a PR(How to copy requisitions). The following are not copied:

1. Delay Purchase Until and Need By Date need to be entered before submitting the copied PR.
2. Catalog items from Punch-Out catalogs: Punch out to the supplier's catalog site again and add the items manually.
3. Lines are not copied over when a canceled Requisition is copied.
4. Comments and attachments.

The following are copied or applied:

• A history record is added to the newly copied PR to indicate that this requisition was created as a copy.
• The requester value (On Behalf Of) is copied and validated. If the requester is no longer active in the system, an error message is displayed.
• Accounting and address defaults are set based on the commodity code configuration, or the requester's current user profile if no commodity code configuration can be found.
• The latest currency conversion rates are applied.
• Catalog view constraints are evaluated for the requester when copying. An error message is displayed for any line items that are not valid or available to the requester.
• Supplier information is validated. An error message is displayed for any invalid fields.
• Contracts are applied as follows:
  
  • If the original line items are associated with a contract that is still valid, the copied line items are associated with the contract.
  • If the original line items are not associated with a contract, and a new contract is created after the creation of the original PR, the new contract is applied to the copied line items.
  • If the contract that applies to the original PR is closed or expired, and no new contract is created, no contract gets associated with the copied line items.
• The approval flow for the copied PR is determined based on the copied requisition's approval requirements. For example, a currency rate change might impact the local amount values used to determine the approval flow, or a new approver may be added to the approval flow.

Purchasing > Purchase Orders > Change Orders
Purchasing > Requisitioning