The Requisition Copy module allows you to copy an existing requisition to a new requisition number making any necessary modifications. The Requisition Copy module is the same as the entry module and therefore only exceptions will be documented. The new requisition will be automatically authorized if the user has been setup to automatically authorize requisitions. A message will display stating that the requisition has been automatically authorized.
If any line items from the copied requisition have contract prices, the line items are checked to see if a new contract price is in effect for the current date. If so, the price is updated for the line item for the new requisition that will be created.
Requisition
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Enter the requisition number to copy. All information pertaining to the requisition number will display, you can then make changes to any part of the requisition.
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To copy all the changes made to a new requisition number, save the requisition
The System Will Prompt:
*Automatic Requisition Number Created*
Note: The requisition year can be changed to the future year "manually" by selecting the Edit Header
This occurs when the copy is performed before the cut-off date specified in the year end transition file. After the cut-off date specified within the year end transition file has been reached or past, the requisition will be copied into the future year automatically.
The atrieveFinance year end transition file is accessible through atrieveFinance>General Ledger>Year End Processing>Year End Transition File Maintenance.