Rules for Changing a Requisition and Creating Change Requests

The following rules apply when working with changes to a requisition and change requests:

  • The new quantity cannot be less than the received quantity.

  • Distribution line information cannot be changed.

  • Changes to your requisition will be removed if the buyer or requisition approver denies the change in quantity or price on the requisition.

  • A change request cannot change a value where that field is tied to a PO change order that is pending buyer approval.

  • If a requisition line with a special request item is sourced to a purchase order, you can change item price.

  • If the requisition line has already been sourced to a purchase order and you increase the item quantity, then a new schedule line for the increase in quantity may be added to the requisition line.

  • If commitment control is being used, a change to quantity or price that alters the amount of the requisition is not allowed if the purchase order to which it is associated does not have a header budget status of valid.

  • If commitment control is being used, a reduction in the merchandise amount (due to a decrease in item quantity or price) will automatically trigger the budget checking process for pre-encumbrances and encumbrances.

When a requisition line has been sourced to multiple purchase order lines, then some requisition changes are not allowed. The following table outlines these restrictions:

Change to the Requisition Line Requisition Line Sourced to One PO Line Requisition Line Sourced to Multiple PO Lines

Item quantity is decreased

Allowed, if the requisition line is sourced to a single purchase order line where  the purchase order quantity is same as the requisition quantity. A change request will be created.

Disallowed, if a requisition line is sourced to multiple purchase order lines where purchase order quantity does not match the requisition quantity.

Item quantity is increased

Allowed, if the requisition line is sourced to a single purchase order line where  the purchase order quantity is same as the requisition quantity. A change request will be created.

Allowed, if the requisition line is sourced to multiple purchase order lines where purchase order quantity does not match the requisition quantity. Change request is not created. The changed quantity will be available for sourcing.

Item price is changed (increase or decrease)

Allowed

Disallowed, if a requisition line is sourced to multiple purchase order lines, you cannot change the item price.

When requisition line is partially sourced to a single purchase order line and the requisition quantity is modified for example if requisition quantity is equal to 5 and partially sourced say 2 to a PO line (consider initial PO quantity is 2 then buyer changes to 5) then user can increase the requisition quantity but change request will not be created. Also user can decrease the requisition quantity to the sourced quantity and change request will not be created.

When requisition line is partially sourced to multiple purchase order lines and the requisition quantity is modified for example if requisition quantity is equal to 5 and sourced partially say 2 to PO line1 and 2 to PO line2 (change PO quantity to 5 or let it remain unchanged) then user can increase the requisition quantity and no change request will be created. Also user can decrease the requisition quantity to the sourced quantity and change request will not be created.