Requisitions can be cloned within the OnBase Client. Cloned requisitions carry over most of the information from their source, with a few exceptions, including:
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The Need By Date is cleared on the clone.
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A new Requisition ID is set on the clone.
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The Audit History tab of the clone has a "Cloned REQ" entry added to it.
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The Status of the requisition is set to "CLONE".
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The Requisition Date is set to the date the clone is created.
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LockForm, Decline Reason, and Decline Reason Text are set to blank.
To clone a requisition in the OnBase client:
- Retrieve the original requisition using Document Retrieval.
- Click on the Tasks tab.
- 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.
- Click Yes to complete the cloning. The clone is created and opened.