Goal:
- Edit a pending Request for Order as needed.
- Make changes to an Order Request that has already been submitted.
- Modifying a request for order
Only the original Requester, as well as the Approver, will be able to make changes to the items on the pending Request. A Request can be edited even when it's been partially approved.
Steps:
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Select the appropriate pending Request from the Pending tab.
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Select the [...] button on the far right of the line item you would like to edit.
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Select Edit Item.
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Make the necessary changes within the window that appears.
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Select the blue Add Order Item button to save your changes.
Additional Information:
- It is not possible to add items to a Pending Request. You can only edit existing items.
- If there's more than one Approver set up in the Approval Routing, only the current Approver will be able to edit the order details.
- Changing the Location and/or Department is not included in the following steps. For steps, select How to Change the Budget an Item is Assigned to After it Has Been Approved.