Edit a purchase line from a purchase requisition or order using Employee Central (EC)

  • Release version: Xanadu
  • Updated October 30, 2024
  • 4 minutes to read

    • You can edit and revise the quantity of a product or delivery location of a purchase line from Employee Center. You can also view the existing or current quantity or delivery date of the purchase requisition or order.

    Before you begin

    Role required: sn_spend_psd.requestor or shopper

    Procedure

    1. Navigate to Employee Center > Purchase and Expense > Purchase Requests > Edit a purchase.
      Alternatively, from ShoppingHub Home, select Don't see what you need? > Edit a purchase.
    2. Look up the required purchase requisition or order using the search option.
      You can find the required purchase requisition or order using the purchase requisition number, short description, purchase order (PO) number, or ERP number.
    3. Select a purchase requisition or order and select one of the following options:
      • Edit one item
      • Edit entire purchase
    4. If you selected Edit one item of the purchase request, perform the following steps:
      1. Look up the required item using the search option.
        You can find the required purchase requisition or order using the purchase requisition number, short description, purchase order (PO) number, or ERP number.
      2. You can edit the following details depending on whether it's a product or service.
        Figure 1. Edit details of one item of the purchase request or order
        Edit details of one item of the purchase request or order
        Field Description
        Current Quantity Displays the existing or current numerical quantity of the product or service to purchase.

        The current quantity can be viewed but not edited.
        New Quantity Update the new numerical quantity of the product or service to purchase.
        Current delivery date
        Important:
        This field is applicable only for products.
        Displays the existing or current delivery date of the product.

        The current delivery date can be viewed but not edited.
        New delivery date
        Important:
        This field is applicable only for products.
        Update the delivery date of the product according to your preference.
        Current start date
        Important:
        This field is applicable only for services.
        Displays the current start date of the service.

        The current start date can be viewed but not edited.
        New start date
        Important:
        This field is applicable only for services.
        Update the new start date of the service.
        Current end date
        Important:
        This field is applicable only for services.
        Displays the current start date of the service.

        The current start date can be viewed but not edited.
        New end date
        Important:
        This field is applicable only for services.
        Update the new end date of the service.
        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.
    5. If you selected Edit entire purchase request, perform the following steps:
      1. Look up the required purchase request using the search option.
        You can find the required purchase requisition or order using the purchase requisition number, short description, purchase order (PO) number, or ERP number.
      2. Select the Edit icon next to the required purchase request line.
      3. You can update the following details.
        Figure 2. Edit entire purchase request
        Edit entire purchase request
        Field Description
        Current Quantity Displays the existing or current numerical quantity of the product or service to purchase.

        The current quantity can be viewed but not edited.
        New Quantity Update the new numerical quantity of the product or service to purchase.

        You can view existing quantity by referring to the Current Quantity field.
        Current delivery date
        Important:
        This field is applicable only for products.
        Displays the existing or current delivery date of the product.

        The current delivery date can be viewed but not edited.
        New delivery date
        Important:
        This field is applicable only for products.
        Update the delivery date of the product according to your preference.
        Current start date
        Important:
        This field is applicable only for services.
        Displays the current start date of the service.

        The current start date can be viewed but not edited.
        New start date
        Important:
        This field is applicable only for services.
        Update the new start date of the service.
        Current end date
        Important:
        This field is applicable only for services.
        Displays the current start date of the service.

        The current start date can be viewed but not edited.
        New end date
        Important:
        This field is applicable only for services.
        Update the new end date of the service.
        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.
    6. Select Save.
    7. Add an attachment to support your edit request, if applicable.
    8. Select Submit.
      The purchase line is updated with the changes.
    9. To save the modified details of the purchase requisition or order as a draft, select Save as Draft option.