One-time and recurring orders have different receipt requirements and invoice approval processes. If the Recurring Payments section of the order was not completed, BUY.IU assumes the order will be used one time and will only allow quantity receipts. A change request can be used to convert a one-time order to a recurring order so proper receipts may be logged and invoices route correctly.
If the original PO was setup as a one-time order whose value was $5,000 or more, BUY.IU will continue to send receipt notifications to the PO owner based on one-time order requirements. This is a system error. No action is required.
To initiate a change request document, open the PO and click on the three dots next to the help icon. Select Create Change Request from the displayed options.
A new window opens. Enter details explaining the changes being made and the reasoning for them. The text entered here appears as a comment on the requisition and is reviewed by approvers.
Submitting a change request does not automatically send a new PO to the supplier. If the supplier needs a copy of the updated PO, request that Purchasing send the new PO be sent in the comments. Purchasing will distribute the new PO to the supplier when it’s available.
Notify others of the change request by clicking add email recipient… Review the Comments in BUY.IU document for additional information about using comments. It is not necessary to notify approvers or Purchasing.
The users shown under "User with change request permission:" are randomly generated and should be ignored.
When all information is entered, click Create Change Request.
The change request document opens. Click the eye icon and select View Line Items Only to jump to that section.
Scroll down to the Recurring Payments section. Select the pencil icon in the upper right-hand corner of the section to edit.
Check the box next to Recurring Payment? and select type of recurring payment from the Type of Recurring Payment drop-down.
