From the Accounts Payable screen, select the Requisitions menu and then Requisition Entry.
If there are any unsubmitted requisitions previously entered and saved by the current user (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Search screen will appear. To correct a requisition, select the desired requisition to edit by double-clicking on the record. If there are not any unsubmitted requisitions (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Entry screen will appear immediately in order to enter a new requisition.
Tip: If needed, from the Requisition Entry screen, enter the requisition number for the requisition to edit in the Requisition Number field. If the requisition number is not known, click the down-arrow button or the Find button to select the correct one.
Make the desired changes to the requisition.
For the line items in the Detail Information section, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new line item, or click the Delete button located to the left of the desired line item to delete one (when prompted to delete, click Yes).
To edit the comments in the Comments List (located in the upper right-hand side of the screen), enter a new comment or edit the existing comment in the Comments field as needed, or click the Delete button located to the left of the desired comment to delete it; the system will automatically display the ID of the current user in the User ID field and the date the comment was entered (or updated) in the Date Updated field.
Note: Only one comment per user can be added for each requisition (not including the automatically generated comment for submitting a requisition on another user's behalf); if additional information is needed to be entered for a comment, edit the existing one. Users can edit or delete only their own comment.
To edit the number of bids for a line item, click the Edit Record button for the Number of Bids field (cursor must be in or over the field before the button will appear). Then at the Requisition Bids screen, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new bid, or click the Delete button located to the left of the desired bid to delete one (when prompted to delete, click Yes); click the Save button to save the changes and close the Requisition Bids screen.
If the total amount of the requisition changed but the Requisition Amount field was not updated (and the Automatically Calculate Totals on Data Entry field in the Accounts Payable System File is not selected), click the Calculate button for the Requisition Amount field at this time to have the system automatically add up the total of all the detail line items and display the updated total.
After all the changes have been made, click the Save button. If desired, to print the requisition form for the current requisition number displayed, click the To Screen & Save button instead to save the requisition and print the form now, using the report entered in the Default Requisition Form Report field for the specified approval tree within the Requisition Options option.
If the requisition number was changed, a prompt will appear verifying whether or not to change the specified information for the requisition. To change the information for the requisition, click the Change button. To not change the information and revert to use the original information, click the Revert to Original button.