Entering Requisition Changes Concept Entering Requisition Changes Entering

Entering Requisition Changes Concept

Entering Requisition Changes

Entering Requisition Changes Step 1 Begin by navigating to the Requisition page. Click the Purchasing menu.

Entering Requisition Changes Step 2 Click the Requisitions menu.

Entering Requisition Changes Step 3 Click the Add/Update Requisitions menu.

Entering Requisition Changes Step 4 Click the Find an Existing Value tab.

Entering Requisition Changes Step 5 Click in the Requisition ID field.

Entering Requisition Changes Step 6 Enter the desired information into the Requisition ID field. Enter "0000000153".

Entering Requisition Changes Step 7 Click the Search button.

Entering Requisition Changes Step 8 Use the Requisition page to create and update requisitions online.

Entering Requisition Changes Step 9 First, you want to make a change to the header information for this requisition. Click the Create Header Change button.

Entering Requisition Changes Step 10 The system makes available the fields that are defined on the Change Template page and displays the Track Batch field for tracking requisition changes.

Entering Requisition Changes Step 11 Click in the Requester field.

Entering Requisition Changes Step 12 Enter the desired information into the Requester field. Enter "VP 2".

Entering Requisition Changes Step 13 Click the Save button.

Entering Requisition Changes Step 14 Click the OK button.

Entering Requisition Changes Step 15 Accept the warning message. Click the Yes button.

Entering Requisition Changes Step 16 The system updates the Track Batch field and increments the change order requests for this requisition by one. You can change fields that are not included on the Change Template at any time.

Entering Requisition Changes Step 17 A track batch number identifies the batch of changes that you make to a requisition. The first time that you change a requisition, the system displays Track Batch 1 in the requisition header. Each time that you make a major change to the requisition, the system increases the change order number by one. A change sequence number tracks the sequence of changes made within each requisition at the header, line, and schedule levels. After the first requisition change, the system assigns a change sequence number to each change. These sequence numbers don't appear on the requisition, but when you review the requisition history, the sequence numbers appear. The system stores the original values for eligible fields as batch number 0, sequence number 0.

Entering Requisition Changes Step 18 For example, suppose that you have a three-line requisition. After it is approved, budget checked, or sourced, you make a change to the first line. At that point, the track batch number is 1, the change sequence for the first line is also 1, and the change sequences for lines two and three are still 0, because you haven't changed those lines. Before you approve, budget check, or source this requisition, you make another change to line one. Now, the change sequence for the first line is 2. Then, after you approve, budget check, or source the requisition, you make changes to lines one and three. Now, the change order number is 2, because you are making changes after creating change order number 1. Because this is the second time that you have changed line one, its change sequence is 3. Because you still haven't changed line two, its change sequence is still 0. And,

Entering Requisition Changes Step 19 You can access the Change Order button for a line in three ways: • Click the Details button next to the item number. • Click the Status tab. • Click the Schedules button for the item.

Entering Requisition Changes Step 20 In this example, you will use the Status tab to access the Change Line button. Click the Status tab.

Entering Requisition Changes Step 21 Click the Line Change button.

Entering Requisition Changes Step 22 The system makes the fields that are defined on the Change Template page available for entry.

Entering Requisition Changes Step 23 Click the Details tab.

Entering Requisition Changes Step 24 Click in the Price field.

Entering Requisition Changes Step 25 Enter the desired information into the Price field. Enter "5. 25".

Entering Requisition Changes Step 26 Click the Save button.

Entering Requisition Changes Step 27 Notice the Track Batch field is now reflecting 2.

Entering Requisition Changes Step 28 You have successfully created change orders for a requisition. End of Procedure.