Edit a Special Request eProcurement Requisition

Overview

From the My Requisitions page, you have the ability to Edit a requisition up to the time that a PO voucher has been posted for the order. The data you can change depends on the Status of the requisition.

ePro Req Status Status Definition Edit Action
Open Req is saved but not submitted. Edit the req to complete the data entry, budget check, and submit the req. All fields can be updated.
Pending Req has been submitted, but requires approval(s). Editing causes the req to be re-submitted for approval. All fields can be updated.
Approved Req has been submitted, but the Purchase Order (PO) hasn’t been created. You have a narrow timeframe to edit the req before the automated PO Build process occurs. All fields can be updated. Editing causes the req to be re-submitted for approval.
PO(s) Dispatched Req is approved and the PO has been created and sent to the supplier.

Edits are limited to certain fields. These changes are referred to as a Change Request.

Not available for M-marketsite and PeoplePay ePro reqs.

Important Information

You cannot edit a req with a Status of PO(s) Created. The fields are not active.

Contact Procurement Services via email or phone (734-764-8212) for assistance with changes to reqs after the PO voucher has been created.

Navigation

Homepage: Purchasing and Payments; Tile: My Requisitions

Step-by-Step Process

  1. Select Edit from the Related Actions Related Actions icon drop-down list for the desired ePro req.
    Note: Message text may vary based on the req Status.

    2. Field locations for step 1

To change data for the entire req when the Status is Open, Pending, or Approved:

  1. Check the applicable Line box(es).
  2. From the Actions menu, click Mass Change.

    Field location for step 2

  3. Update the field values as applicable. Refer to the Create a Special Request ePro Requisition for more information.

    4. Field locations for steps 3-5

  4. Select All Distribution Lines from the Apply Distribution Changes drop-down list to apply the change(s) to all req lines.
  5. Click Done.

To change data for a req line:

  1. Verify you are on the Checkout for Requisition ID page.

    Field locations for steps 6-7

  2. Click the Item Description link for the line.
  3. Enter or update the field values, as applicable.

    Refer to the Create a Special Request ePro Requisition for more information.

    Field locations for steps 8-9

  4. Click Apply.

To change shipping and accounting data for a req line:

  1. Click Schedule Details for the req line.

    Field locations for step 11

  2. Enter or Lookup the Ship To location.

    Field locations for steps 14-16

  3. Click the ChartFields2 tab.
  4. Enter or Lookup the ChartField values, as applicable.
    OR
    Enter or Lookup a ShortCode in the SpeedChart field.
  5. Click Done.
  6. Complete the requisition. Refer to the Create a Special Request ePro Requisition for more information.

ePro Req Change Request

Changes to Special Request ePro reqs with a Status of PO(s) Dispatched are limited to certain fields/actions:

  • Line Description
  • Quantity
  • Price (Note: The Price cannot be changed if there is a contract associated with the Line.)
  • Ship To Location
  • Due Date

Important Information

These changes are not sent to the supplier (i.e., the PO is not re-dispatched by the M-Pathways system) to reduce the risk of duplicate orders. Contact the supplier directly, if applicable, with the changed information.

When adding a new line after the PO# has been created, a new PO# will be created. That new PO will be dispatched to the supplier.

The Change Order process runs hourly from 7:00 – 11:00 AM, 1:00 – 7:00 PM, and at midnight Monday – Friday.

A lock image next to a req line indicates that a change request is being processed. Wait for the process to complete before initiating subsequent changes for that ePro req line.

Contact Procurement Services via email or phone (734-764-8212) for advice about other changes to a Special Request ePro req with a Status value of PO(s) Dispatched.

  1. Enter Justification Comments.
    Note: Justification Comments for your change request do not appear on the PO. They can be viewed by viewing the Req PO Status Report or by clicking the Req ID link on the My Requisitions page.
  2. Click the Item Description link for the req to change the:
    • Item Description
    • Price (Note: The Price cannot be changed if there is a contract associated with the Line.)
    • Quantity

    Field locations for steps 1-3

  3. Click Schedule Details for the req line to change the:
    • Ship To
    • Due Date
  4. Complete the requisition. Refer to the Create a Special Request ePro Requisition for more information.