8.3 How do I clone a Capability and Sourcing Request?

Updated on Dec 14, 2021

or from the Sourcing-Customer Service Dashboard under NEW Requests.

Before cloning, make sure that an account is assigned to the Request.

1. Click on Clone in the upper right-hand corner.

2. Under the Parent Request Field, click on the magnifying glass and find the original Capability Request form number.

3. Scroll down past the Options Requested (that is merely showing you what the customer originally requested on the form -- leave as is.)

In this case, the customer/SSR requested New/Refurbished and Surplus.

4. Under the Options to be Priced/Sourced, click on the drop-down and select just one of the four options: New, Repair, Refurbished or Surplus. Notice that in this case, Surplus and Refurbished are separated.

Notice that in this case, Surplus and Refurbished are separated.

5. Click SAVE to add just this one, or SAVE and NEW if you want to Clone Multiple.

Please note: It is important that the Parent C&S Request is entered on each. If you enter it on the first clone, and then clone that request, the Parent will copy over to others. At that point, all you should need to change is the Options to be Priced/Sourced.

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Previous Article 8.2 -NEW is unavailable but -REF is available. -REF was not one of the product types requested on the Capability and Sourcing Request. What do I do next?

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8.3 How do I clone a Capability and Sourcing Request?

You can access the Capability and Sourcing Request from either the Top Menu...

or from the Sourcing-Customer Service Dashboard under NEW Requests.

1. Click on Clone in the upper right-hand corner.

2. Under the Parent Request Field, click on the magnifying glass and find the original Capability Request form number.

3. Scroll down past the Options Requested (that is merely showing you what the customer originally requested on the form -- leave as is.)

4. Under the Options to be Priced/Sourced, click on the drop-down and select just one of the four options: New, Repair, Refurbished or Surplus. Notice that in this case, Surplus and Refurbished are separated.

5. Click SAVE to add just this one, or SAVE and NEW if you want to Clone Multiple.

Please note: It is important that the Parent C&S Request is entered on each. If you enter it on the first clone, and then clone that request, the Parent will copy over to others. At that point, all you should need to change is the Options to be Priced/Sourced.

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| Customer Service Representative

Other Resources

8.3 How do I clone a Capability and Sourcing Request?

Heading anchor You can access the Capability and Sourcing Request from either the Top Menu...

Heading anchor or from the Sourcing-Customer Service Dashboard under NEW Requests.

Heading anchor 1. Click on Clone in the upper right-hand corner.

Heading anchor 2. Under the Parent Request Field, click on the magnifying glass and find the original Capability Request form number.

Heading anchor 3. Scroll down past the Options Requested (that is merely showing you what the customer originally requested on the form -- leave as is.)

Heading anchor 4. Under the Options to be Priced/Sourced, click on the drop-down and select just one of the four options: New, Repair, Refurbished or Surplus. Notice that in this case, Surplus and Refurbished are separated.

Heading anchor 5. Click SAVE to add just this one, or SAVE and NEW if you want to Clone Multiple.

Heading anchor Please note: It is important that the Parent C&S Request is entered on each. If you enter it on the first clone, and then clone that request, the Parent will copy over to others. At that point, all you should need to change is the Options to be Priced/Sourced.

0 Comments

Add your comment

| Customer Service Representative

Other Resources

You can access the Capability and Sourcing Request from either the Top Menu...

or from the Sourcing-Customer Service Dashboard under NEW Requests.

1. Click on Clone in the upper right-hand corner.

2. Under the Parent Request Field, click on the magnifying glass and find the original Capability Request form number.

3. Scroll down past the Options Requested (that is merely showing you what the customer originally requested on the form -- leave as is.)

4. Under the Options to be Priced/Sourced, click on the drop-down and select just one of the four options: New, Repair, Refurbished or Surplus. Notice that in this case, Surplus and Refurbished are separated.

5. Click SAVE to add just this one, or SAVE and NEW if you want to Clone Multiple.

Please note: It is important that the Parent C&S Request is entered on each. If you enter it on the first clone, and then clone that request, the Parent will copy over to others. At that point, all you should need to change is the Options to be Priced/Sourced.