Edit a Requisition

Once you click Save on the Requisition New screen, two new tabs appear and some of the fields on Maintab change. See below for more information on editing the Main and Details tabs for a new or existing requisition. See the topic on the Requisition (TMS Enterprise) standard form for full descriptions of each of the fields on that form and many of the fields that appear on custom forms for the Requisitions module.

If you are not already in Requisition Edit, go to Purchasing > Requisitions > Edit and typing in the number of the requisition to which you want to add a line item. You can also go to Purchasing > Requisitions > Query, and search for the requisition, if you don't know the Requisition Number.

Main Tab

Requisition Number	The Requisition Number is automatically generated by TMS and cannot be changed.
Description	This is the first field that can be edited. If it is necessary to update the description of this requisition, type in the description updates.
Segment	This field cannot be modified.
Account	If you need to update the account that will be charged for this requisition, select a different account.
Status / Sub Status	When a requisition is created, its Status/Sub Status combination is PENDG/READY, by default. This cannot be modified until after the requisition is saved. If you need to change the Status/Sub Status, select new codes from the drop-down menus. See below for a note about requisition statuses.
Warehouse	If you need to update the location these goods should be sent to, select a different location from the drop-down menu.
Date Needed	If you need to update the date by which these goods or services are needed, select a different date from the calendar field.
Requested By	This is the person who is requesting the goods or services. If it is necessary to select a different party as the requester, select another name in the drop-down menu.
Approved By	This is the person who approved the requisition. You can enter the name into the text field, manually, or you can select an individual from the drop-down menu.
Date Originated	This is the date that this requisition was created and saved. This date cannot be modified.
Date Updated	This is the date of the last status change. This date cannot be modified.
Notes	Use this field for any notes you need to add to this requisition.

About the Requisition Statuses

Some notes about the Status and Sub Status drop-down menus:  

• You can only change a Pending Requisition Status to Approved or Canceled.  
• You can only change a Pending Requisition Status to Approved if there are line items (see Adding and Updating Line Items).  
• You can't change an Approved Status to a Pending Status.
• You can't change a Requisition Status to Canceled if any line items are tied to the requisition.

The Line Items Tab

For information on the Line Items tab in Requisition Edit, see the Adding and Updating Line Items topic.