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iBuy - Using Copy to New Cart

iBuy: Using Copy to New Cart

Effective August 2022, orders copied prior to this date may encounter an error message which reads “Required: Banner User Id” on the requisition. This job aid outlines the steps to copy a requisition to a new cart as well as how to resolve this error message.

IMPORTANT: Punchout Catalog orders cannot be copied to a new cart; instead, a new order must be created each time.

Steps to Copy to New Cart

  1. Select a requisition that you would like to replicate.
    NOTE: If the vendor or line items do not match your needs, do not copy the requisition. Instead, create a new order.
  2. Select Copy to New Cart from the Available Actions/Options drop-down menu which can be found by selecting the ellipsis icon (i.e., “…”) in the upper-right corner of the page.
  3. Select Proceed to Checkout once your draft cart is completed.
  4. Review the details of the new requisition before submitting.
    NOTE: Review Ship To details and update as necessary.
    NOTE: If you are a Requestor, enter the C-FOAPAL and submit the requisition. If you have a Code Favorite set as a default, it will populate into the requisition. See the Code Favorites job aid to assist with C-FOAPAL entry.
    NOTE: If you are a Shopper, submit the requisition into workflow for the Department Account Coder to enter the C-FOAPAL.

How to Resolve the Required: Banner User ID Error

When Banner User Id is required, your requisitions will display a “Required: Banner User Id” error message in the upper right corner under Correct these issues. You can resolve this error by following these steps:

  1. Select the Required: Banner User Id link.
  2. Select the down arrow next to the field.
  3. Select the value equal to your UIN.
  4. Select Save.


Keywords:purchasing, procurement, shopping, requisitions   Doc ID:122247
Owner:Learning Systems Support .Group:University of Illinois Training and Development Resources
Created:2022-11-01 11:48 CDTUpdated:2023-04-24 14:37 CDT
Sites:University of Illinois Training and Development Resources
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