Change requests are used to edit existing purchase orders. Edits could include adding funds, changing funding information, adding or removing PO lines, and more. Review SOP-PURCH-08: Change Request Process to learn when a change request is appropriate.
This short Change Request video describes when these requests route to Purchasing for review.
Click a button below to view documentation on that topic.
Enter a Change Request
- Add or Remove Funds: Step-by-step guide on how to add or remove funds from a PO.
- Update Funding Accounts: Step-by-step guide on how to add or remove funds from a PO.
- Increase or Reduce Quantity Amounts: Add or remove quantities from existing PO lines.
- Convert a One-Time Order to a Recurring Order: Change a standard order to a recurring order so cost receipts may be logged.
- Adjust Recurring PO Dates: Update the PO begin and end dates found in the Recurring Payment Section.
- Add New PO Lines: Add new line items to an existing purchase order.
- Remove PO Lines: Remove line items from an existing purchase order.
Withdraw or Delete a Change Request
- Withdraw a Change Request: Was your change request returned or you need to start over? Review this document to learn how to withdraw a change request.
- Delete a Change Request: Draft change requests count as "active" documents and keep you from creating a new change request. Follow these instructions to locate and delete drafts that were never submitted.