Copy Line Item Segments Within a Line Item

To copy pending purchase order line item segments:

Note:
Both the purchase order line item and its segment must be pending in order to copy a segment.

  1. Open the Purchase Order Line Item workform.
  2. Add a purchase order line item segment. See Add purchase order line item segments.
  3. Select the line item segment to copy.
  4. Click as many times as you want to copy the segment.
  5. Tip:
    If the Acquisitions parameter Copy last segment data to next segment is set to Yes in Polaris Administration, the data from the previous segment is automatically copied to the next segment.

  6. Change the quantity, destination, collection, fund, and charges as necessary for each copied segment. The purchase order cannot be saved if multiple segments have the same destination, collection, and fund.
  7. Select File > Save.
  8. The purchase order is saved with the copied segments.