Edit Purchase Requisition

The Edit Purchase Requisition page allows you to modify the information stored for an existing PR. It also allows you to cancel the PR if you determine it is no longer needed. Although you can edit most fields, you cannot modify the PR number or the PR Type.

To edit a purchase requisition:

1. Access the Requisition module by clicking the Requisition link at the top of the page.

2. Locate the PR using the Find PR tab.

3. On the Purchase Requisition Details page, click the Edit Purchase Requisition link.

4. Modify any of the following values:

   • PR Date – Modify the PR date. This is the overall date of the PR, which defaults to the creation date, not the date on which the items are needed.
   • Requestor Name, Requestor Phone, and Requestor Email – Modify the requestor by either entering a new value or clicking the Select link. If you click the Select link to select a new requestor, values for phone and email address are automatically filled in. You can also directly enter values in any of these fields.
   • Status – The system generates the status value depending on the current state of the PR. However, if you want to cancel the PR, click the CANCEL link.
   • Property – Click the Select link to select a different property. If you select a new property, a new shipping address is automatically filled in.
   • Attention – Enter or select a user name to associate this PR with an additional user.
   • Description – Modify the description of the PR.
   • Request ID – Enter or select a work request ID if you want to associate one with this PR. If you click the Select link, you can enter criteria to locate and select the appropriate work request. If you enter a request ID number directly, the system will validate the request ID.
   • NTE – Modify the maximum Not To Exceed cost for the PR.
5. Click UPDATE.