Goal:
- duplicating an order request
The following article outlines how to duplicate an order request. The first step in the process may differ depending on your permission settings. Read the instructions carefully.
Steps:
- If you have Approval access, select Approval on the left-hand navigation bar → select Order → select the All tab. Type in the order request number, and open the order request.
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- If you have Approver permission, but you're not the Approver on the order request when you open the Approval tab select the Viewing As drop-down field and select All to view all order requests and locate the order request.
- If you're the Requester on the order request, select Request on the left-hand navigation bar → select Order → select the All tab. Type in the search field the order request number, and open the order request.
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- Once the order request is located and open, select the duplicate icon which is located at the top right-hand side of the screen.
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- Duplicate Icon:
- Duplicate Icon:
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- A new page will open with an exact duplicate of the previous order request, make the necessary adjustments to the order request such as date or Approver, and select Submit Request.
Additional Information:
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- The order request will need to go through the Approval process. The duplicate order request is treated as a newly submitted order request.