The Edit and Pause Requisition feature allows Approvers and Buyers, to pause a requisition Pending approval, for review and/or edit line items.
The Edit Requisition function allows Approvers or Buyers to amend information on a requisition instead of the Approver declining the requisition.
The Pause Requisition function allows Approvers to pause the approval process to review the requisition and/or communicate with the Buyer.
To enabled the Edit Requisition or Pause Requisition feature, please reach out to your Unimarket Customer Success Manager.
Configure Edit Requisition
Once the Edit Requisition feature has been enabled, Community Administrators can configure Edit Requisition, by going to the Administration module > select Approvals > click the General tab > scroll down to header titled Requisition Editing Settings.
- Allow Requisition details to be edited during Approval: When enabled, approvers will be able to review a requisition and make extended changes, such as amending the quantity of a non-catalog product.
- Allow Buyers to Edit Pending Requisitions: When enabled, the Buyer of a requisition will be able to edit details of a requisition. Approvers can use the comments to ask a Buyer to make changes, rather than declining the requisition or making changes on the behalf of the Buyer.
Once completed, select Save.
Configure Pause Approvals
Once the Pause Requisition feature has been enabled, Community Administrators or Approval Administrators can enable/disable the Pause Requisition feature. In addition, to updating the time period for which a requisition can be paused.
Go to the Administration module > select Approvals > > click the General tab > scroll down to header titled Requisition Editing Settings.
- Allow approvers to pause escalation: When enabled, this feature provides approvers more time to investigate the details of a requisition before it escalates. Community Administrator can un-pause any requisition.
- Pause Time sets how long the requisition will stay paused before the approval process automatically resume. The pause time excludes weekends and public holidays.
Once completed, select Save.
| Note: For additional information about how to pause or edit requisitions, refer to help article Pause a Requisition and Edit a Pending (Standard) Requisition. |