At times, communities may desire to cancel, amend or resubmit a requisition.
Cancel a Requisition
Buyers of a pending requisition can cancel the requisition, by going to the Marketplace module > click Transactions > select View Requisitions > locate the desired requisitions > click the requisition number > select More Actions > click Cancel.
Cancel a Line Item on a Requisition
Buyers of a pending requisition can cancel the a line item on a pending requisition, by going to the Marketplace module > click Transactions > select View Requisitions > locate the desired requisitions > click the requisition number > scroll down to the desired line item > select Actions > click Cancel.
Add Items to a Incomplete (Standard) Requisition
Users can add items from the same Supplier, to an Incomplete Requisition.
To add items, go to the Marketplace module > click Transactions > select View Requisitions > on the Requisitions view screen, locate the desired requisitions > select the supplier's name.
Click More Actions > select Supplier Store.
Locate the desired product/service > select Add to Cart icon > click Shopping Cart icon (in the upper right corner) > select Move dropdown > from the requisition options, click the desired requisition.
Select Task menu > click Tasks tab > select Incomplete Requisitions.
The Incomplete Requisitions screen will populate > select the desired incomplete requisition > click Checkout as per the standard process.
Changes to the Billing/Shipping addresses, Account Codes and other requisition details can be made in the Checkout screen.
| Note: If the Cross-Supplier Checkout feature is enabled for your Community, Buyers can add items to any Incomplete Requisition, not only those from the same Supplier. Contact support@unimarket.com if you would like to enabled this feature. |
Add Items to a Incomplete (Non-Catalog) Requisition
Users can add items from the same Supplier, to an Incomplete Non-Catalog Requisition.
To add items, go to the Marketplace module > click Transactions > select View Requisitions > on the Requisitions view screen, locate the desired requisitions > select the supplier's name.
Click More Actions > select Supplier Store > click the dropdown in Create icon > select Non-Catalog.
The Create a Non-Catalog Item screen will populate, to insert information in the desired fields > once completed, select the dropdown in the Add to Cart icon > from the requisition options, click the desired requisition.
Select Task menu > click Tasks tab > select Incomplete Requisitions.
The Incomplete Requisitions screen will populate > select the desired incomplete requisition > click Checkout as per the standard process.
Changes to the Billing/Shipping addresses, Account Codes and other requisition details can be made in the Checkout screen.
| Note: If the Cross-Supplier Checkout feature is enabled for your Community, Buyers can add items to any Incomplete Requisition, not only those from the same Supplier. Contact support@unimarket.com if you would like to enabled this feature. |
Cancel Item(s) on a Incomplete Requisition
Users can cancel an item on a Incomplete requisition.
To cancel the item, go to the Marketplace module > click Transactions > select View Requisitions > on the Requisitions view screen, locate the desired requisitions > select the desired requisition number > scroll down to the desired line item.
Select Actions > click Cancel > a pop-up box will appear to confirm cancelation.
Move Items
Users can move items from an Incomplete Requisition to another or out of an Incomplete Requisition to your shopping cart.
To move items, go to the Marketplace module > click Transactions > select View Requisitions > on the Requisitions view screen, locate the desired requisitions > select the desired requisition number > scroll down to the desired line item.
Select Actions > click Move > the Move Product pop-up box will appear > click the dropdown in Move Product To field, to select where you desire to move the product > click OK.
Copy/Resubmit a Requisition
To copy a requisition, go to the Marketplace module > click Transactions > select View Requisitions > on the Requisitions view screen, locate the desired requisitions > select the desired requisition number > click More Actions > select Copy to submit a new requisition that you have cancelled or was declined by the Approver.
Copying the requisition creates an Incomplete requisition and will take the user to the Checkout screen for any required modifications.