Editing Approved Purchased Requisitions

A Purchase Requisition is a document that you can submit to request approval to purchase goods or services for your company. Once a Purchase Requisition has been approved, it is ready to be converted to a Purchase Order. However, you may find that you need to make changes to items on your approved Purchase Requisition before converting it to a Purchase Order.

This article will show you, a Certify AP Submitter, how to edit the Quantity, Department, and/or GL Account for items on an approved Purchase Requisition before it is converted to a Purchase Order.

1. Click Create on the AP Dashboard, then select Purchase Orders from the drop-down menu. mceclip0.png

2. On the Generate Purchase Orders screen, click the pencil icon next to the item you'd like to edit.

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3. Here, you can edit the Quantity of the item, as well as the Department and GL Account.

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4. When complete, click Save Changes.

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Once the changes have been made, place your Purchase Order.

Please Note: When making changes on this page, depending on your organization's settings your approver may need to re-approve the requisition before you can generate a purchase order. If that is necessary, you will see a pop-up stating this when you click Save Changes.

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