Edit a Requisition

In this scenario, let’s see how you can edit a requisition that has one or more editable lines.

Here are the steps to edit the requisition:

  1. From the Navigator, under Procurement, select Purchase Requisitions (New).
  2. On the Home page, click the My Requisitions tab.
  3. On the My Requisitions page, using the filter chips, search the requisition you want to edit.
  4. To edit the requisition, click the Requisitions tab and then under More Actions for the requisition, click Edit.
  5. The Cart page contains all the editable lines in the requisition. You can update the quantity or delete items in the cart if needed.

    If you change the quantity, the amounts in the requisition summary panel updates accordingly.

  6. To update the requisition details, click the Edit icon in the Requisition summary section.

    Alternatively, you can either click the item link or click the Truck icon to edit the requisition. Clicking the item link will open the Line Details page and clicking the Truck icon will open the Delivery and Billing Details page.

  7. On the Line Details page, you can update line description, source details, manufacturer details, and pricing details.
  8. Click Update to confirm your changes or click Update and Continue to update delivery and billing details.
  9. On the Delivery and Billing Details page, update the details you want to edit.
  10. To confirm your changes, click Update.
  11. On the Cart page, to submit the requisition, click Submit.