How to Withdraw and Edit a Requisition

You may need to make a change on a requisition in Pending Approval status.

To withdraw and edit the requisition:

1. From the Home Screen, under Procurement, click Purchase Requisitions.

 

 

2. Click Manage Requisitions.

 

 

3. In the Search results section of the Manage Requisitions page, find the requisition you want to change and select it.

• To withdraw and edit the requisition, it must be in Pending Approval or Approved status, and not placed on purchase order.
• Note: You cannot withdraw and edit a requisition that is placed on a purchase order.  If a change order in process and need to update it: within Manage Requisitions view, select the PO number (not the REQ#), Go to Actions, select Withdraw.  Example of pending change order applied to a REQ with a PO:

 

Select the requisition number (no PO is issued) to edit.

 

4. From the ‘Actions’ menu, select ‘Withdraw and Edit.’

 

 

 

5. Click ‘Yes’ on the Warning dialog box.

 

 

6. The requisition is removed from the approval process, or from ‘Approved’ status.

 

7. On the Edit Requisition page, in the Requisition Lines section, update the quantity for the line you want to change. Notice the Amount is recalculated. Enter a justification for the change.

 

 

8. Click Save and Submit.

 

9. Click OK on the Confirmation dialog box.

 

 

10. On the Manage Requisitions page, notice the Status of the requisition is changed to Pending Approval.

 

 

11. Click the Requisition number to open the document.

 

 

12. On the Requisition page, review the changes you made. You can also check the approval status of the requisition, by selecting Pending approval. Selecting View Document History will summarize the requisition history.

Pending Approval View                       Document History View

 

13. Click Done to return to the Manage Requisitions page.

 

 

Frequently Asked Questions:

My requisition does not have a PO, when I try to withdraw and edit, I get an error message saying processing by the buyer?

If you try to cancel or withdraw a requisition and you receive the below error. This means the PO for the REQ is incomplete. Email [email protected], supply the REQ number and error.

The Buying Center may be able to make the necessary corrections to the PO, this will move it from Incomplete status to Open.

If the error cannot be corrected, the incomplete PO will be deleted. The entered by person can cancel or withdraw/edit the REQ.

From the Manage Requisitions view, highlight the REQ that needs updated, from Actions use the pull-down menu and select Withdraw and Edit.

Note: if the REQ was created from a punch out store, you must cancel and resubmit a new REQ. Since the PO was stuck as incomplete it never transmitted to the supplier.