You can copy the following purchase order types from one document to the other:
| From | To |
|---|---|
| Standard purchase order | Standard purchase order |
| Blanket purchase agreement | Blanket purchase agreement |
| Blanket purchase agreement | Request for quotation |
| Blanket purchase agreement | Global blanket purchase agreement |
| Planned purchase order | Planned purchase order |
| Contract purchase agreement | Contract purchase agreement |
| Contract purchase agreement | Request for quotation |
| Contract purchase agreement | Global contract purchase agreement |
| Bid quotation (Bid quotation class) | Standard or planned purchase order |
| Self-defined Bid quotation (Bid quotation class) | Standard or planned purchase order |
| Catalog or Standard quotation (Catalog quotation class) | Blanket purchase agreement |
| Self-defined Catalog or Standard quotation (Catalog quotation class) | Blanket purchase agreement |
| Global blanket purchase agreement | Global blanket purchase agreement |
| Global contract purchase agreement | Global contract purchase agreement |
For example, if you want to renew a blanket purchase agreement that contains hundreds of lines, you can copy the previous agreement to a new agreement and change the effectivity dates.
Attention: Even though a document is listed in the above table you may be restricted from copying it due to security settings, line type restrictions, or other restrictions. Oracle Purchasing provides an error message when you attempt a restricted copy.
To copy documents:
Query the document you want to copy from the Purchase Orders, Purchase Order Summary, or Quotations windows.
With the document selected, choose Copy Document from the Tools menu.
The source document type and number is displayed in the From region of the Copy Document window. If you are copying a global agreement the Global checkbox will be checked.
Select an eligible To Document Type.
You can change the To Document Type only if you're copying from a bid class quotation, a blanket purchase agreement, or a contract purchase agreement.
If you select a blanket purchase agreement or a contract purchase agreement and the from document is a global agreement you can not change the Global box.
Select other document options if needed.
Document Number: Enter a document number only if you use manual numbering. If you use automatic numbering, a document number will be created for you after you choose OK. You cannot use the Copy Documents window to modify documents by copying from one document to another with the same document number.
Copy Attachments: Check this box to copy an attachment from any level of the document.
Copy Blanket Price to RFQ: Check this box to copy the purchase price to the target price when copying a blanket agreeement to an RFQ (request for quotation).
If Oracle Procurement Contracts is implemented you can select the source for Contract Terms (copy clauses and deliverables):
Copy Latest Clauses from Library: Check this box to copy the most recent version of clauses from the library.
Copy Current Clauses from Document: Check this box to copy the clauses as they exist in the From document.
Do Not Copy Contract Terms: Check this box to copy the document with no contract terms.
Choose OK.
Purchasing creates and displays the new document. A copied document has similar restrictions regarding modifications as a new document that has been saved. The document is an exact copy of the original except for the Promised By and Need By dates; if these dates are past dates, they change to today's date on the new document. Effectivity dates, if any, do not change.
If you use encumbrance accounting, GL dates are not be copied and default as today's date on the new document.
If you are copying a cancelled document, the Note to Supplier field will be blank. This is because a cancelled document changes the Note to Supplier to an explanation that the document was cancelled. Therefore, when you copy the cancelled document, the Note to Supplier is left blank.
Modify the document if you need to.
When you copy a quotation to a purchase order, project and task information from the quotation, if any, is copied to the purchase order distribution when you create the distribution or save the purchase order. (This is because project information is associated with the quotation line, but must be associated with the distribution on the purchase order.)
Information from the copied document overrides any information in the purchase order preferences, if you are copying to a purchase order.
Save and approve the document.
If information in the document you have just copied is invalid or outdated-for example, if a supplier or account is inactive or invalid-a message window appears after you choose Approve. Use this window to help you identify and correct invalid or outdated fields in the new document you're creating. You cannot approve the document until you update these fields appropriately.