Topics Map > Purchasing > iBuy
iBuy - Requisition Editing
Requisition Editing
Who can edit requisitions? Department Account Coder, Approver, Requestor. Requestor – may edit the requisition before submitting the order for approval.
- Click Proceed to Checkout in Shop.
- Verify requisition information and edit the requisition as necessary.
- Click Place Order when order is ready to submit for approval.
NOTE: For information on creating a cart, please refer to the Shopping job aid.
Department Account Coder and Approver – may edit the requisition after the order has been submitted for approval.
- Click Orders on the task bar.
- Select Approvals.
- Click on Requisitions to Approve.
- Navigate to a requisition that needs approval.
- Click the Assign action on the right of the requisition you wish to assign.
- Click the Requisition Number under My Req Approval.
- Verify requisition information and edit requisition as necessary per step 8 or proceed to step 9.
- To edit:
- By requisition information, select Edit in each section.
- NOTE: This will allow you to edit fields such as Internal/External Nodes and Commodity Code.
OR - By line item information, select More Info next to the line item you would like to edit.
- NOTE: This will allow you to edit Price, Quantity, and Description.
- Choose the action to perform on this requisition from Available Actions/Options.
- Click Go.
Entering Commodity Codes
Any form-created Order (outside of Hosted and Punch-out Catalog Orders) requires you to enter a Commodity Code manually. If you do not enter the Commodity Code on the form, you will get a yellow warning box when viewing your shopping cart. You can add the Commodity Code by following the steps below:
- Click Edit in the Supplier/Line Item Details section on the Final Review page.
- Click Empty Field… next to the Commodity Code text box.
- Click the Search magnifying glass next to the empty Commodity Code field.
- Enter a partial Commodity Code (example: 64) or a Description (example: paper).
- Click Search.
- Click Select in the next popup box.
Copy a Requisition to a New Cart
- Access the completed requisition.
- Select Copy to New Cart from Available Actions/Options drop-down menu.
- Click Go.
Edit FOAPAL Codes
- Select Edit or View/Edit by line item… within the Accounting Codes section.
- Select From profile values…
OR - Select From all values… and search by Value (example: 200250-1) or Description (example: 103 Indirect Cost Recovery) or a portion of either Value (example: 200) or Description (example: Indi).
- Select From profile values…
- Click the Add Split link on the right of the Accounting Code popup box to split FOAPAL codes and repeat Step 1 above.
NOTE: For details, please refer to the Split FOAPAL Codes job aid. - Click Save.
Notes and Attachments
- Internal Notes and Attachments will stay in iBuy and can be shared between departments.
- External Notes will go to Banner along with Attachments to the vendor.
- Internal Attachments or Notes are only available within the system and will not display with the PO to the vendor.
- External Attachments or Notes will accompany the PO to the vendor and cannot be added to Punchout orders.
Add Notes to the Requisition
- Click Edit in the Internal/External Notes and Attachments section.
- Enter the note.
- Click Save.
Add Attachments to the Requisition
- On the Summary tab, Click Add Attachments.
- Select Files.
- Browse for the file(s) you want to attach.
- Click Save.