Copy a Standard Order

  • Updated

The "Copy" feature is a time-saving utility that allows users to duplicate the contents of an existing standard order. This feature can be used on standard orders that are Open or Closed.

 

Important Note on Punchout/Roundtrip Orders

  • Some suppliers with Roundtrip/Punchout catalogs do not permit product reuse via the copy function.

  • In such cases, you must visit the catalog again to retrieve up-to-date product information for your new shopping session.

 

Procedure to Copy a Standard Order

  1. Locate the Order:

    • Navigate to the Marketplace module > select Orders.

    • Find the desired order by entering the number in the Search Order Number field or by utilizing Filters to customize your search.

 

  1. Initiate Copying:

    • Once the order is located, select the order number. The Order view screen will appear.

    • Select More Actions > click Copy.

 

  1. Checkout:

    • The system will automatically generate a new requisition. Containing the copied line items and display the Checkout screen for review and submission.