Copying Purchase Requisitions or Items 

Use

When processing purchase requisitions, you can reduce the data entry effort by simply adopting or copying data from other requisitions.

You can copy individual items or complete requisitions from the document overview into the requisition you are currently processing.

Prerequisites

It must be possible to display the relevant documents in the document overview.

To be able to copy complete purchase requisitions, you must set up the document overview in such a way that the requisitions are initially sorted by number and the item data can be shown below the document number.

In this case, the document overview could have the following structure:

Purchase Requisition

Item Material

10000012

010 Screw no. 07

10000013

010 Steel 09

020 Zinc sheet 03

How to set up the document overview display is described in the section Defining the Document Overview.

Procedure

  1. Select the desired purchase requisition or requisition item in the document overview in order to adopt requisitions or items of requisitions in the requisition you are currently processing.
  2. Click to adopt the selected requisitions or items in the current requisition in the right-hand part of the screen or drag them into the item overview with the left-hand mouse button.

If you know the requisition and the item, you can also enter them directly in the item overview (Reference requisition and Reference item fields).

Result

The selected data is adopted in the current purchase requisition.