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The Modify option is only available when the requisition Status is New.
Use the following steps to modify a requisition:
1. Click on the Business tab, click Requisition, and select Requisition Management.
2. If applicable, enter the Requisition Number.
3. Click on the Search button.
Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.
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4. Click on the Action drop-down menu beside the corresponding requisition and select Modify.
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5. If applicable, in the Requisition Edit screen, update the Requested By field.
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6. If applicable, update the Ship To location or select '000' if the location is not known or not present. All fields below can be entered or updated regardless of the selected Ship To location.
Note: If the Ship To location is changed to a known location, address information below will update to that location.
If '000' is selected, enter the following mandatory fields: Address 1, City, Country and Province.
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7. If applicable, click on the Add Line Item button to add more stock.
Note: The Add Line Item button can be selected to add as many line items as necessary.
To see more information on the requisition, click on the View History and/or View Notes buttons.
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If |
Then |
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Add Line Item button is selected |
1. If applicable, in the Add Line Item dialog box, enter a Stock # or click on the Search icon to search for Stock.
Note: Refer to How to use Stock Search for more information on how to use this feature.
If a stock number is selected, only the Quantity, HST Code and G/L Account fields are required.
2. Enter the Quantity.
3. Enter the Unit of Measure.
4. Enter the Unit Price.
Note: The Extension field is read-only.
5. Click on the HST Code drop-down menu to select an option.
Note: The HST Amount and Total will auto-populate based on HST Code selected.
6. Enter a G/L Account or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
The G/L Description and Budget Balance will auto-populate based on the G/L Account selected.
7. Enter a Description.
8. Click on the Save button or click on the Cancel button to return to the Requisition Edit screen without saving changes.
9. Proceed to the Next Step. |
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Add Line Item is NOT selected |
1. Proceed to the Next Step. |
8. If applicable, click on the Edit button to make changes to the corresponding line item. In the Edit Line Item dialog box, update any of the following fields: Quantity, HST Code and/or G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
9. If applicable, remove an item by selecting the Delete icon.
10. Enter a note in the Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
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11. If applicable, in the Attached Document section, update existing files or upload new files by clicking on the corresponding tab.
Note: Refer to How to Upload a File for more information on how to use this feature.
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12. Click on the Save button or click on the Cancel button to return to the Requisition Management screen without saving changes.
13. If Save is selected (and a default location approver has not been previously selected by the Board in the System> Code Management> Location Code module), the Select Approver For Requisition dialog box will display and an approver can be selected. Click on the approver name and click on the Select button or click on the Cancel button without selecting an approver and the requisition will remain with user until an approver is selected at a later date.
Note: The requisition can be searched in the Requisition Management screen, if changes were made the Status column will display Changed. To select an approver at a later date, refer to How to Send a Requisition for Approval for more information on this process.
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