Update the Preparer and Requester on Requisitions

You can now use the Responsive Self Service Procurement application to update the preparer and requester on requisitions, associated purchase orders, and change orders. To perform the updates, launch the Update Preparer and Requester page in a new browser tab from the home page.

Update Preparer and Requester Menu Item

Click the Submit New Process button to provide information about the person to be replaced and their replacement. Submit the process once complete.

Submit New Process Dialog

After you have submitted the process, you can monitor the status of the unique Process ID from the table on the page. Once the process is complete, you can download the output file to view details of requisitions, purchase orders, and change orders that were reassigned to the designated person.

Using this feature, you can reassign procurement transactions when employees leave, change roles or business units, or go on leave to maintain transaction flow.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the Update the Preparer and Requester on Requisitions feature, then you must opt in to its parent feature: Procure Goods and Services Using the Responsive Self Service Procurement Application. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

Tips And Considerations

• The Update Preparer and Requester action does not show when you log in using the approver edit mode.

• The reassigned requisitions are visible to new preparers when they log in to the Responsive Self Service Procurement application. They can perform applicable actions on the requisition from the My Requisitions section. 

Key Resources

• To know more details about reassignment of procurement transactions, refer to the How You Update Preparer and Requester topic.

• To know more about how to use the Responsive Self Service Procurement application, refer to the Procure Goods and Services Using the Responsive Self Service Procurement Application readiness training.

• To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the How You Configure Roles for the Responsive Self Service Procurement Application topic.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV).

This privilege was available prior to this update.