Create a Purchase Order by Copying a Purchase Order

To copy an existing purchase order to create a new one:

Notes:
You cannot copy a purchase order that has a payment method of depository agreement to a new or existing purchase order.
If you are copying a purchase order with an order type of Gift to a new purchase order, the payment method is set to Free in the new purchase order.

1. Open the Purchase Order workform.
2. Select File > New from the workform menu bar.

The New Purchase Order dialog box appears.

3. Select Copy Existing Workform, and click OK.

The purchase order workform is copied. If automatic purchase order numbering is enabled, the purchase order number is incremented by one. See Enable automatic purchase order numbers.

4. Add or change information on the purchase order workform.
5. Select File > Save.

Important:
If the purchase order you are copying contains lines that are no longer linked to a bibliographic record because the bibliographic record was deleted, you cannot copy the purchase order. An error message appears listing the unlinked purchase order line items.

Related Information

Copying purchase order line items or segments - You can copy individual lines or segments from an existing purchase order to create a new one. This is useful when part of the order is canceled. For more information, see Copy lines/segments to another purchase order.