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Administrator Guide
Last Updated: 2026-09-18
Copy Purchase Item

Copy Purchase Item

  • Review setup considerations for purchase items with supplier information.
  • Configure the
    Purchase Item Event
     business process and security policy.
  • Security:
    Set Up: Purchase Item
     domain in the Procurement functional area.
You can create a new purchase item with pre-populated attributes by copying an existing purchase item with the
Copy Purchase Item
 task, which you can access from the related actions menu of a purchase item.
  1. Add the appropriate security groups to the
    Copy Purchase Item
     initiating action.
  2. Access the
    Activate Pending Security Policy Changes
     task to make the
    Copy Purchase Item
     related action visible to authorized users.
  3. From the related actions menu of the original purchase item you want to copy, select
    Purchase Item > Copy
     to access the
    Copy Purchase Item
     task.
Workday creates a new purchase item that’s copied from the existing purchase item.
Workday pre-populates all fields on the new purchase item using information from the original purchase item when you use the
Copy Purchase Item
 task, except for these unique fields particular to the original item:
  • Item Name
  • Item Identifier
  • Alternate Item Identifiers
Other information from the original item that isn’t copied onto the new item includes:
  • Patient charge information on the
    Maintain Patient Charge Information
     task.
  • Purchase Item Mapping
     attribute on the
    Edit Sales Item
     task.