What is the RFO Header Editing Feature?
Previously, if a submitted Request for Order (RFO) had an incorrect Location or Department, it had to be denied and resubmitted. This created delays and extra work.
With this new feature, users with the correct permissions can directly edit key header-level information on pending RFOs, streamlining the procurement process. This helps to:
Reduce Delays: Eliminate the need to deny and resubmit orders for simple mistakes.
Increase Efficiency: Save valuable time for both requesters and approvers.
Improve Accuracy: Ensure requests are correctly categorized and allocated to the right budgets from the start.
Prerequisites:
You must be an Approver assigned to the Request for Order OR the original Requester.
The Request for Order must have a Pending status. This feature is not available for approved, denied, or closed requests.
Which Fields Can Be Edited?
The following header fields are now editable on pending RFOs:
Location
Department
Order Description
Required by date
Ship to address (for Punchout RFOs only)
This is in addition to other fields that can already be edited, such as Account Codes, line item details, and vendor information.
Important: How Editing Affects Budgets and Approvals
Making changes to certain fields will have an immediate impact on the request's workflow.
Changing Location, Department, or Account Codes can alter the Approval Routing. The request will be automatically rerouted to the correct approvers based on the new information.
The request will also be allocated against the Budget associated with the newly selected Location and Department.
How to Edit a Pending Request for Order (For Approvers)
Navigate to your Approvals queue from the left-hand navigation menu.
Click on the Request for Order you need to review.
In the Order Details section at the top, click the pencil icon ✏️ to enable editing.
The editable fields will become active. Make the necessary corrections.
Note: When changing the Location or Department, you will only see the options that are available to the original Requester.
Click the Save button to confirm your changes.
The request is now updated. You can proceed to Approve the RFO as usual.
How to Edit a Pending Request for Order (For Requesters)
As the person who created the request, you can also edit it before it has been fully approved.
Navigate to Procure → Manage Requests from the left-hand navigation menu.
Locate and click on your Pending RFO.
Follow steps 3-5 from the guide for Approvers above.
Important: When a Requester saves an edit, the approval process will restart from the beginning. This ensures all approvers in the updated workflow have a chance to review the corrected request.
Troubleshooting & FAQs
Q: Why don't I see the pencil icon to edit the Order Details? A: This is likely due to one of two reasons:
The Order's Status: The request is not in a Pending status. Once an RFO is fully approved, denied, or closed, it can no longer be edited.
Your Role on This Order: Editing is enabled only for the person who originally created the order or a designated approver. If you need to make a change, please contact the requester.
Q: An Approver changed the Department, and the RFO disappeared from their queue. Where did it go? A: The RFO was automatically rerouted to the new approvers associated with the updated Department. You can always find the request using the search bar and view its Audit Log to see who made the change and where it was routed next.