WORKAROUND: Form Version Control - How to Rebuild a Previous Requisition Using Shopping Favorites

This quick‑reference guide shows you how to identify an outdated form before you submit a requisition. It also walks you through saving previous form information, making it easier to rebuild a compliant, up‑to‑date requisition for any form type.

17 steps

Sciquest

**IMPORTANT**: Under the *Summary Workflow* pane, if "Auto‑Return – Old Form Version" is listed as an upcoming step, the requisition was built from an **outdated** form version. If you move forward with the submission, BruinBuy *Plus* will auto-reject the requisition.

Locate the Latest Form Version Date

**NOTE**: Effective February 2026, form revision dates are being added to the bottom of a form's *Instructions* page. Forms without a revision date have not been updated since February 2026.

Determine if Your Requisition Will Be Auto‑Returned

This guide begins after a new requisition has been created using the *Copy a Cart* feature. On the *Requisition* page, locate the *Summary Workflow* pane. - If an outdated version of the form has been used, **Auto‑Return – Old Form Version** will appear as a future step under *What’s next for my order?*. Proceed to Step 3 of this guide. - If this step is not listed, you successfully created a cart from the most-current version of the form.

Scroll down to the *Line Items* section of the requisition. Under the relevant line item, click the hyperlinked **form name** to open the form details.

Create a Shopping Favorite from a Previous Form

**IMPORTANT**: Favorites speed up data entry by reusing *some* common form details, but they **do not bypass** form version control; the base form still must be the latest version. When creating or using a Shopping Favorite, **some information will not—and should not—carry over** from one form to the next. For accuracy, compliance, and best practice, you must **manually re‑enter**: - Quotes or attachments - Line‑item descriptions (specifications, scope details, or deliverables) - Quantities, pricing, and total amounts - Information tied to dates, timing, or renewal cycles - Vendor‑specific instructions or documentation - Any field that varies by transaction or reflects a one‑time request Favorites are intended to speed up repeat entry, but they cannot replace fields that must be updated for each unique transaction.

From the form, click the **Request Actions** dropdown menu. **EXAMPLE**: The screenshots in this guide feature a requisition built with the Purchase Request form.

From the *Form Actions* dropdown, click **Add to Favorites**. **TIP**: The **Add to Favorites** button is also accessible from the *Review & Submit* page, allowing you to favorite a transaction that you know will be a recurring purchase.

Select a destination folder and click the **Save Changes** button. **NOTE**: If no folders are listed, click the **Add New** dropdown to add a folder. *Shopping Favorites* and *Folders* are personal to each individual user. They cannot be shared, transferred, or made visible to other users. Your form setup is now saved as a *Shopping Favorite* that can be accessed the next time you need to create a similar request.

**IMPORTANT**: Saving a favorite from an outdated requisition does not make it compliant; the transaction must still be recreated using the current form version and line items associated with the previous, outdated requisition must be removed (see "Remove Outdated Transactions from Shopping Cart" section).

From the *form request*, locate and click the **Shopping Cart** at the top of the page. Click the **View My Cart** button.

Remove Outdated Transactions from Shopping Cart

From the *Shopping Cart*, locate the line item(s) associated with the outdated form. Click the **checkbox** to select the line item(s).

Click the **line item actions dropdown (down-arrow icon)** menu.

Click **Remove Selected Items**.

Utilize Saved Shopping Favorites

To access *Favorites*, from the left navigation's *Shop* menu, select **Shopping > View Favorites**.

From the *Shopping Favorites* page, click on the desired hyperlinked folder name.

Previously saved form favorites will display. Click the **Submit Request** button to apply the saved details to your new cart. **NOTE**: You will still have the opportunity edit the item before checkout (requisition creation).

The saved form favorites are applied to the latest version of the form. Utilize the left-navigation menu to update the **Form Fields** pages as needed (i.e., General Information, Line Items).

From the *Review and Submit* page, click the **Add and go to Cart** button.

**IMPORTANT**: The form cannot be added to your shopping cart if one or more required fields are empty. **Grey triangle** icons in the left navigation menu indicate missing information. Complete the affected pages to move forward.

The *Shopping Cart* page will display.

Proceed to Checkout

**IMPORTANT**: Review the line items in your shopping cart to ensure only line items added from new, compliant forms (or favorites) remain. If necessary, remove the line items associated with the previous, outdated form (see "Remove Outdated Transactions from Shopping Cart" section).

From the *Shopping Cart*, select **Proceed to Checkout** to create the requisition. Continue the checkout process as normal.