Administration
This page
Other pages
Account
Clone an RFP
This documentation refers to the Atlas Online Gateway.
You can access Atlas at https://atlas-mit-edu.ezproxyberklee.flo.org/
You can access Atlas at https://atlas-mit-edu.ezproxyberklee.flo.org/
Use "Clone an RFP" to save time when creating a new RFP which is similar to a previous RFP. Enter search criteria to locate the RFP you wish to clone.
Search for RFPs
| RFP Name | Enter the name or a part of the name created for the RFPs . |
|---|---|
| Charged To | The default is MIT. Change this if necessary. |
| RFP Number | Enter the entire RFP number assigned by SAP. Entering an exact RFP number will display that RFP. If you enter an RFP Number, all other entries on this page (except Charged to) are ignored in the search. |
| Creation Date(s) | Enter the desired date or date range. Click in the from or to box to show the date selector. You have options to clear the current date or close the date selector. Select the year if you are searching in previous years. Navigate to the month by clicking Prev and Next or by selecting a month from the drop down list. Click a day to select and enter that date. Note: The more narrow you set the date range, the faster your search will be. |
| Payee | Enter the name or a part of the name of the payee of the RFP. |
| Created by | This field only appears if you are an approver. Enter the entire Kerberos ID of the creator of the RFP. |
| Cost Object # | Enter the entire Cost Object number. |
| G/L Account # | Enter the entire General Ledger account number, or click the  icon to search for the correct G/L#. A search page opens.In the G/L Account Description box type a key word then click the Search button. For example, enter "bev" and click Search to show the three G/L accounts related to beverages. In the results, click the G/L account number to enter it as search criteria. |
Click the Search button to activate the search. Be sure to click Search again after changing search criteria.
Search Results will display a list of RFPs which meet your search criteria. Click an RFP # to display an RFP.
Click the Clone button to create a new RFP based on the RFP you selected.
- Attached documents won't be included in the clone.
- Line item service dates will be cleared.
- The line item fields for amount and explanation will be copied.
- History will not be copied.
- You may change the name for the RFP, enter line item data and explanation text, and create a new note to Central Administration
Click Save and Continue when you have entered your data for the new RFP.
