Edit a purchase order line

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can edit and revise the quantity of the product, budget, or delivery location of a purchase order line in a purchase order based on your requirements.

    Before you begin

    Role required: sn_spend_psd.requestor or shopper

    Procedure

    1. Navigate to ShoppingHub Home > My purchases.
      Alternatively, you can edit a purchase from Employee Center > Purchase and Expense > Purchase Requests > Edit a purchase.
    2. Select a purchase order and a purchase order line in it.
      Note:
      Remember that the Edit option is not available for purchases in the Close state.
    3. Select Edit on the purchase order line.
      You can also select the More options icon on the order line and select Edit to modify the details of the line.
      The Edit a purchase page displays the Purchase summary with the price and quantity information.
    4. On the form, fill in the fields:
      Field Description
      How many do you want to buy? Change the quantity. Remember that the quantity is always higher than the delivered quantity.
      Where do you want this delivered? The options are:
      • To one of my saved locations
      • To an office location
      • To a new address
      For example, you can select an office location.
      Recipient Select the name of the recipient.
      Office location Location for delivery.
      Would you like to edit something else? The options are Yes or No.
      Tell us more about what you would like to edit Enter any other edits that you would like to make to the purchase.
      Why are you editing this purchase? Reason for editing this purchase.
    5. Add an attachment to support your edit request, if applicable.
      This file is attached to the procurement case record initially, and then to the purchase order associated to that procurement case when the case is closed.
    6. Select Submit Request.
      A confirmation message screen appears.

    Result

    The step creates a procurement case with the details of the revised quantity, location, and other information. Associated request lines and tasks are created using this information.

    What to do next

    • Shoppers can review and edit the request details from ShoppingHub > My requests or My requests from the footer.
    • Buyers can track the progress of the procurement case and procurement case line edit requests from Procurement Workspace.