Peoplesoft Procurement Training: Requisition Copying Process

Learn how to efficiently copy requisitions in Peoplesoft for procurement needs. Follow step-by-step instructions to duplicate and edit requisitions, manage requests, and submit them seamlessly through the system.

• Peoplesoft
• Procurement
• Requisition Copying
• Training
• Acquisition

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Uploaded on Oct 02, 2024 | 0 Views

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1. Procurement Peoplesoft Training Acquisition Processing

2. Copy Requisition 2 3/25/2024

3. Copy Requisitions Peoplesoft requisitions can be copied and edited at any time by the Requestor or staff who access to the Requestor s requisitions. Select the eProcurement tile. 3 3/25/2024

4. Navigate to Manage Requisitions on the left navigation. Select clear, enter your Business Unit of Normn or OUHSC. Enter the requisition ID number and then select Search. 4 3/25/2024

5. Select Copy in the action drop down. Select Go. 5 3/25/2024

6. Copy Your Requisition If you entered the requisition being copied, the Checkout Review and Submit page will display. Edit the requisition as needed to what is currently needed. Save and submit as you would a new requisition. 6 3/25/2024

7. Copy Another Requestors Requisition A verification popup appears when you are copying a requisition that was created by a different Requestor s requisition. This is only possible if you have access to another staff member s requisitions, for example a former employee or access to requisitions is granted by your Department and Financial Systems. 7 3/25/2024

8. The popup verifies you want to copy another Requestor s requisition. The requisition will be copied as is and may be updated as if you created it. Select Yes if you want to copy this requisition. 8 3/25/2024

9. In the Checkout Review and Submit page, the original Requestor is listed. You must update the information to your name. Enter your Peoplesoft ID number. Select the Magnifying Glass to search for your information. 9 3/25/2024

10. Select your name in the Look Up Requestor popup. 10 3/25/2024

11. The copied requisition will display the updated information. It can now be updated as needed and submitted for approval. 11 3/25/2024

12. If your defaults are different than the original Requestor, Peoplesoft will ask to verify the information that will be loaded into the requisition. This includes shipping, accounting, location, etc. Select Yes to retrofit the copied requisition with your defaults. Select No to retain the original requisition information. 12 3/25/2024