How You Update Preparer and Requester

Reassign procurement transactions if an individual leaves your company, changes business units, changes job roles, or is on a leave of absence. Reassigning procurement transactions ensures that transaction flow is maintained.

Use the Update Preparer and Requester page to perform reassignments. You can update the Entered by person for the requisition, the requester attributes on requisitions, and requester attributes on purchase orders.

How You Update Preparer and Requester

From the Update Preparer and Requester page, you can:

• Replace a preparer if the requisition contains at least one line that's pending approval.

• Replace a requester if the following conditions are met:

  • Requisition line is pending approval.

  • Approved requisition line that's not associated with a purchase or transfer order.

  • Approved requisition line that's associated with a Purchase Order line schedule with status not finally closed, or canceled.

  • Purchase Order Distribution line with schedule status not finally closed, or canceled.

  • Purchase Order Distribution line that's a part of a change order with status not canceled or processed.

• Replace a change initiator on Purchase Orders with status not canceled or processed, and that were initiated by a preparer.

Note: You must be assigned a role that includes the Reassign Requisition privilege to view, in the Person to be Replaced field, the list of persons for you to select, else this field is read-only and it defaults to the name of the signed-in user.

How You Restart Approvals for Pending Requisitions

To automatically restart approvals when requisitions with status Pending approval are updated, set Restart Approval After Submission to Yes on the Update Preparer and Requester page.