The 'Copy Procurement' feature allows a user to copy the profile, categories, and custom fields of a procurement.  This can cut the time it takes to manually enter a procurement, especially if there are many procurement categories associated with the procurement.

Copying a Procurement

Copying a procurement is easy.  Follow these steps:

1.Identify a procurement to copy from the procurement list

2.Click the small hamburger menu associated with the targeted procurement (below)

3.Select 'Copy Procurement'

4.Enter a non-existing procurement number (below)

5.Enter a procurement name and number

6.Click 'Save Procurement'

Note: If Copy Procurement is not visible from the procurement list small hamburger menu, you may not have sufficient privilege to perform this operation.  The "Add/Edit/Update" security action  is required.  Contact your PRISM administrator.