Modify Requisition

Requisitions may be viewed, and modified after submission. Changes to the requisition may be communicated by email to designated individuals.

Some modifications are restricted.

• Comments may only be modified by the comment creator.
• Only the requisition creator may cancel the requisition.

Change Requisition Quantity

Quantities requested can be modified after the initial request has been submitted.

1. Log in with a username and password that has been granted access to the Requisitioning Module.
2. Choose the appropriate Module.
3. Click Requests(X) on the left side of the screen. The Search Requests page will open.
   • If the user has the Requisitioning Manage Requests right granted, the number (X) will represent all open requests.
   • If the user has the Requisitioning Module right granted, the number (X) will represent only the user’s open requests.
4. Search for the request to modify. View/Search Requisitions
5. Click the Request Number to select the request to modify.

6. Modify quantity.
7. Click Save Changes.

8. Enter a Comment regarding change. (optional)
   • If entered, the comment will be added to the request.
9. Save Changes by either:
   • Clicking Email Updated Request to Purchasing Emails to send an email regarding the update to all included parties. OR
   • Clicking Save Changes without Emailing Updates to modify the request without sending an email.

Change Requisition Status/Add PO Number

Once the requisition has been ordered by the purchasing agent, the status may be changed to ordered and a purchase order added to the request. The changes can be completed at the same time or separately. This example will modify both the status and add the PO number in simultaneously.

1. Log in with a username and password that has been granted access to the Requisitioning Module.
2. Choose the appropriate Module.
3. Click Requests(X) on the left side of the screen. The Search Requests page will open.
   • If the user has the Requisitioning Manage Requests right granted, the number (X) will represent all open requests.
   • If the user has the Requisitioning Module right granted, the number (X) will represent only the user’s open requests.
4. Search for the request to modify. View/Search Requisitions
5. Click the Request Number to select the request to modify.

6. Click the Set to Ordered button.
   • This change in status does not require clicking Save Changes to complete.
7. Enter the PO number.
8. Click Save Changes.

9. Enter a Comment regarding change. (optional)
   • If entered, the comment will be added to the request.
10. Save Changes by either:
    • Clicking Email Updated Request to Purchasing Emails to send an email regarding the update to all included parties. OR
    • Clicking Save Changes without Emailing Updates to modify the request without sending an email.

Add Email(s) to Requisition

1. Log in with a username and password that has been granted access to the Requisitioning Module.
2. Choose the appropriate Module.
3. Click Requests(X) on the left side of the screen. The Search Requests page will open.
   • If the user has the Requisitioning Manage Requests right granted, the number (X) will represent all open requests.
   • If the user has the Requisitioning Module right granted, the number (X) will represent only the user’s open requests.
4. Search for the request to modify. View/Search Requisitions
5. Click the Request Number to select the request to modify.

6. To add additional emails, click the down arrow in the Purchasing Email field.
7. Enter the additional email address and click the plus icon .
8. Click Confirm Emails.
9. Click the check box next to Copy me on the Email to be copied on communications regarding the request.
10. Click Save Changes.

11. Enter a Comment regarding change. (optional)
    • If entered, the comment will be added to the request.
12. Save Changes by either:
    • Clicking Email Updated Request to Purchasing Emails to send an email regarding the update to all included parties. OR
    • Clicking Save Changes without Emailing Updates to modify the request without sending an email.

Remove Email(s) from Requisition

1. Log in with a username and password that has been granted access to the Requisitioning Module.
2. Choose the appropriate Module.
3. Click Requests(X) on the left side of the screen. The Search Requests page will open.
   • If the user has the Requisitioning Manage Requests right granted, the number (X) will represent all open requests.
   • If the user has the Requisitioning Module right granted, the number (X) will represent only the user’s open requests.
4. Search for the request to modify. View/Search Requisitions
5. Click the Request Number to select the request to modify.

6. To Remove existing email address(es), click the X icon.
7. Click the check box next to Copy me on the Email to be copied on communications regarding the request.
8. Click Save Changes.

9. Enter a Comment regarding change. (optional)
   • If entered, the comment will be added to the request.
10. Save Changes by either:
    • Clicking Email Updated Request to Purchasing Emails to send an email regarding the update to all included parties. OR
    • Clicking Save Changes without Emailing Updates to modify the request without sending an email.

Add/Edit/Delete Requisition Comments

Existing comments may only be modified by the comment creator.

1. Log in with a username and password that has been granted access to the Requisitioning Module.
2. Choose the appropriate Module.
3. Click Requests(X) on the left side of the screen. The Search Requests page will open.
   • If the user has the Requisitioning Manage Requests right granted, the number (X) will represent all open requests.
   • If the user has the Requisitioning Module right granted, the number (X) will represent only the user’s open requests.
4. Search for the request to modify. View/Search Requisitions
5. Click the Request Number to select the request to modify.

5. To Add a comment, enter text in the comment box.
6. Click Comment to save.

7. To Edit a comment, click the edit icon .

8. Edit comment text.
9. Click Update to save.

10. To Delete a comment, click the delete icon .
11. Confirm deletion in the pop-up window.

Cancel Request

A request may only be canceled by the requisition creator.

1. Log in with a username and password that has been granted access to the Requisitioning Module.
2. Choose the appropriate Module.
3. Click Requests(X) on the left side of the screen. The Search Requests page will open.
   • If the user has the Requisitioning Manage Requests right granted, the number (X) will represent all open requests.
   • If the user has the Requisitioning Module right granted, the number (X) will represent only the user’s open requests.
4. Search for the request to cancel. View/Search Requisitions
5. Click the Request Number to select the request to cancel.

6. Click Cancel Request.
7. Confirm cancel in the pop-up window.