The Edit Requisition function allows Approvers and Buyers to edit line items in a requisition that is Pending Approval or pause the requisition for in-depth review. This allows Approvers or Buyers to correct information sent for approval instead of the Approver declining the Requisition. To have the Edit Requisition function enabled for your Community, please reach out to your Account Manager to discuss further.
Edit a Requisition
Approvers or Buyers can begin editing a requisition by opening the Requisition and select More Actions, then Edit.
This will Pause the approval process on this Requisition, allowing the user to edit the Requisition.
- Bill To/Ship To
- Line items
- Non-Catalog items - Includes: Account codes, Product information, Additional supplier information
- Catalog items - Includes: Account codes
1. Bill To/Ship To details
After you have clicked Edit you can update the Bill To and Ship to address using the dropdown menu to the right of the header. You will only be able to choose from Location Codes assigned to your Organization or Org Unit.
2. Line Items
To edit a line item, open the Actions menu to right of the item and select Edit.
3. Non-Catalog Items
You can update the Account Code Details on a line item. You can also modify the Product Information and manage the Additional Supplier Information which includes the Requested Delivery Date and Notes for the line item.
4. Catalog Item
You can update the Account Code Details on a line item. As the item was selected from a catalogue the product details are unable to be changed except for Quantity. You can adjust the Additional Supplier Information which includes the Requested Delivery Date and Notes for the line item.
Once you have made changes to the line items click OK.
|Note: If you edit the account code on a line item, you can then use the button to copy that account code to your other line items if needed.|
Once all changes are made on the Requisition, click Save at the top of the page to Resume the Approval Process. This will generate a pop-up asking if the changes you made require reapproval, as well as a text field to provide the details of the changes you have made.
|Note: If the changes cause an increase in the requisition total, reapproval will automatically be required. Account Code Changes will refresh automatically, you do not need to select Yes for these.|
For more information on configuring the Edit Requisition function please see the Configure Edit and Pause Requisitions help article.