At times, communities may need to edit item(s) on a standard requisition that is Pending Approval or Paused for review. While editing, this will Pause the approval process.
If the community and supplier has Edit Orders enabled, Approvers or the assigned Buyer of the requisition can edit the item(s).
Suppliers can enable Edit Orders, in their Configure Store settings.
Communities that desire to enable this feature, should reach out to the Customer Success Manager.
To Edit A Standard Requisition
The Buyer or Approver of the Pending/Paused requisition, can edit by going to Marketplace module > select Transactions > click View Requisition.
The Requisitions screen will populate, to locate the desired requisition utilizing the Requisition Number search field or Filters. Once the Pending/Paused requisition is located, select the requisition number.
Once completed, the desired requisition view screen will appear, select More Actions > click Edit.
Editable Fields
- Bill To/Ship To and Order Submission
- Line items
- Non-Catalog items - Includes: Account codes, Product information, Additional supplier information
- Catalog items - Includes: Account codes
Additionally, users can attach document(s) for internal usage that cannot be viewed by suppliers.
Bill To/Ship To and Order Submission Details
After selecting Edit in More Actions, users can update the Bill To and Ship To (Location Codes) addresses To edit, click the Bill To and/or Ship To tab > select the dropdown in the desired fields.
Users can only choose the Location Codes assigned to their Organization or Org Unit.
The Order Submission details can be edited, choosing Send Electronically or Do not Send.
Line Items
After selecting More Actions > clicking Edit, users can edit a line item.
To action, select Items tab > locate the desired line item > select Actions > click Edit.
Non-Catalog Items
Users can update the Account Code Details on a line item, Product Information, Note, and Requested Delivery Date (for the line item) fields.
After selecting More Actions > clicking Edit, users can edit a line item.
To action, select Items tab > locate the desired line item > select Actions > click Edit.
The Edit Non-Catalog Item screen will appear to select the Split icon > Click +Add Split > Add the desired account codes to each split field > insert the desired amount to each amount field > once completed, select OK.
Standard Catalog Items
Users can update the Account Code Details on a line item, Quality, Note, and Requested Delivery Date (for the line item) fields.
Since the item was selected from a supplier's catalog, the Quality field is the only product information that can be updated.
After selecting More Actions > clicking Edit, users can edit a line item. To take action, select Items tab > locate the desired line item > select Actions > click Edit.
The Edit Catalog Item screen will appear to select the Split icon > Click +Add Split > Add the desired account codes to each split field > insert the desired amount to each amount field > once completed, select OK.
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Note: If you edit the account code on a line item, you can then use the |
Saving Changes
Once all changes are made on the requisition, click Save at the top of the screen to resume the approval process.
The Do these changes require reapproval pop-up box will appear > enter desired message in the text field > If the user desired to send updates for reapproval, select Yes, reapproval is required. If the users declines reapproval, click No.
Select OK.
| Note: If the changes cause an increase in the requisition total, reapproval will automatically be required. Account Code Changes will refresh automatically and users do not need to select "Yes" for such edits. |
Blanket Requisition
Edit on Blanket Requisitions works a little different, given their set up and workflow.
For the Buyer
When the Blanket Requisition is Pending (awaiting approval), the Buyer can edit the dates.
By going to the Marketplace module > select Transactions > click View Requisition > locate the desired Pending blanket requisition, utilizing the Requisition Number search field or Filters.
Select More Actions > click Edit Dates > the Edit Date pop-up box will appear > update the applicable information > select OK.
For Approver
When the Blanket Requisition is Pending (awaiting approval), Approvers can edit: Dates, Accounting (GL String), Location Codes, Contract (if applicable) and Amount fields.
Changes will prompt if the requisition needs to be sent for reapproval or not and comments are mandatory.
| Note: For more information on configuring the Edit Requisition function, refer to help article configure edit and pause requisitions. |