PeopleSoft Enterprise Purchasing 9.1 PeopleBook

Tracking Requisition Changes

After you create a requisition, you can track changes for the requisition. PeopleSoft Purchasing provides an audit trail to track changes made after a requisition has been approved, budget checked, or sourced to a purchase order, request for quote, or material stock request.

This chapter discusses how to:

Track requisition changes.
Review requisition change history.

Note. When you create a change template for tracking requisition changes, you can use it for tracking changes in PeopleSoft eProcurement, Services Procurement, and Purchasing. For more information about tracking changes in these applications, see the PeopleSoft Enterprise eProcurement 9.1 PeopleBook.

Understanding Requisition Change Tracking

This section discusses how to track requisition changes.

See Changing Requisitions and Using Change Requests.

Pages Used to Track Requisition Changes

Page Name	Definition Name	Navigation	Usage
Maintain Requisitions - Requisition	REQ_FORM	Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition	Create and update requisitions online.
Change Reason	REQ_CHNG_REASON	Select to update a requisition. Click the Current Change Reason link on the Maintain Requisitions - Requisition page.	Enter a reason code for changing a requisition. Requisition change tracking is enabled on the Req Change Options page for the PeopleSoft Purchasing business unit. When you make a change to the requisition and the fields that you change are defined for change tracking, the Change Reason page appears when you save the requisition.

Tracking Requisition Changes Online

Access the Maintain Requisitions - Requisitions page.

To create a tracked requisition change:

Access the Maintain Requisitions - Requisition page in Update/Display mode, and select the requisition that you want to change.

Depending on the value established for the business unit's purchasing options, you can also track the changes for requisitions after they have been approved or after they have been sourced or budget checked.
Click the Create Header Change, Create Line Change, or Create Schedule Change button.

The system makes available the fields that are defined on the Change Template page. The button is located on the Maintain Requisitions - Requisitions for header changes. For line changes, click the Line Details link and the button appears on the Details for Line page for each line. For schedules, the button is available for each line on the Schedule page.
After you make the change, the system displays the Track Changes field and increments the change for this requisition by one.

You can change fields that are not included on the change template at any time, but the system does not track the changes. You can also view the current change reason code and use the Change History option in the Go To field to view a history of tracked changes.

Reviewing Requisition Change History

You can access and review a history of requisition changes generated for specific requisitions. The system displays only the fields that were changed for each tracked changes and the original values for all of the eligible fields for the header, line, or schedule.

This section lists the pages used to review requisition change history.

Pages Used to Review Requisition Change History

Page Name	Definition Name	Navigation	Usage
Batch	REQ_CHANGE_BATCH	Purchasing, Requisitions, Review Requisition Information, Change History, Batch	View requisition change history batch.
Header	REQ_CHANGE_HDR	Purchasing, Requisitions, Review Requisition Information, Change History, Header	View requisition change header history.
Line	REQ_CHANGE_LINE	Purchasing, Requisitions, Review Requisition Information, Change History, Line	View requisition change line history.
Ship	REQ_CHANGE_SHIP	Purchasing, Requisitions, Review Requisition Information, Change History, Ship	View requisition change ship history.