Edit a purchase line from a purchase requisition or order
You can edit and revise the quantity of a product or delivery location of a purchase line directly from a purchase requisition or order. You can also view the existing or current quantity or delivery date of the purchase requisition or order.
Antes de Iniciar
Role required: sn_spend_psd.requestor or shopper
Procedimento
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Navigate to ShoppingHub Home > My purchases.
Alternatively, you can edit a purchase from Employee Center > Purchase and Expense > Purchase Requests > Edit a purchase. For more information, see Edit a purchase line from a purchase requisition or order from Employee Center (EC).
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Select a purchase requisition or order and select Edit.
You can also select the More options icon on the line and select Edit to modify the details of the purchase requisition or order.Nota:Remember that the Edit option isn’t available for purchases in the Closed state.The Edit a purchase page is displayed with the available purchase lines.
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Select the Open Preview icon to edit the quantity or delivery location of the purchase line.
The delivery location available for selection is filtered based on the countries supplier can deliver to.
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You can update the following details.
Nota:If it's a product, you will see Current delivery date and New delivery date fields, and if it's a service, you will see Current start date, New start date, Current end date, and New end date.
For goods, we will show the fields related to delivery dates, for service lines, we show the fields related to service dates.
Field Description Current Quantity Displays the existing or current numerical quantity of the product to purchase. The current quantity can be viewed but not edited.
New Quantity Update the new numerical quantity of the product to purchase. You can view existing quantity by referring to the Current Quantity field.
Current delivery date Displays the existing or current delivery date of the product.Importante:This field is applicable only for products.The current delivery date can be viewed but not edited.
New delivery date Update the delivery date of the product according to your preference.Importante:This field is applicable only for products.Current start date Displays the current start date of the service.Importante:This field is applicable only for services.The current start date can be viewed but not edited.
New start date Update the new start date of the service.Importante:This field is applicable only for services.Current end date Displays the current start date of the service.Importante:This field is applicable only for services.The current start date can be viewed but not edited.
New end date Update the new end date of the service.Importante:This field is applicable only for services.Would you like to edit something else? - Select Yes if you want to edit something on the purchase order.
- Select No if you don't have anything to update on the purchase order.
Why are you editing this purchase? Enter the reason for editing the purchase requisition or order. Add attachments Browse and select the related attachments for updating the purchase requisition or order. -
Select Submit.
The purchase line is updated with the changes.