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How to Copy a Request?

Copy an existing requisition in ProcureDesk, which can save time when re-ordering a product or service.

Updated over 3 months ago

Prerequisites

  • Make sure you are on the "Standard" side of ProcureDesk.

  • An existing requisition to copy

Step-by-Step Instructions

  1. Open the Requisition

    • Navigate to the requisition landing page from the left-side menu.

    • Click on the requisition number of the requisition you want to copy.

  2. Copy the Requisition

    • In the requisition details page, go to the "Actions" menu.

    • Click on "Copy Request."

  3. New Requisition Created

    • The system will generate a copy of the existing requisition.

FAQs and Troubleshooting

  1. What if the copied request needs modifications?

    • After copying the request, you can edit any details before submitting it for approval.

  2. I don't see the copy request option.

    • If your request is created from the Punchout Catalog, it cannot be copied and you need to create a new request using the Punchout Catalog.

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