Cloning a Requisition - REQConnect - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

REQConnect

Platform
OnBase
Product
REQConnect
Release
Foundation 24.1
License

Requisitions can be cloned within the OnBase Client. Cloned requisitions carry over most of the information from their source, with a few exceptions, including:

  • The Need By Date is cleared on the clone.

  • A new Requisition ID is set on the clone.

  • The Audit History tab of the clone has a "Cloned REQ" entry added to it.

  • The Status of the requisition is set to "CLONE".

  • The Requisition Date is set to the date the clone is created.

  • LockForm, Decline Reason, and Decline Reason Text are set to blank.

To clone a requisition in the OnBase client:

  1. Retrieve the original requisition using Document Retrieval.
  2. Click on the Tasks tab.
  3. In the System Tasks section of the Tasks tab, click Execute Task and select Clone Requisition from the drop-down menu. A warning dialog box appears to confirm the cloning.
  4. Click Yes to complete the cloning. The clone is created and opened.