PM Requisitions - Amending/Revising a Requisition

This facility allows you to amend or revise requisitions which already exist on the Purchasing Management system.

Amendment and Revision represent two different ways of modifying a Requisition.

If a Requisition is amended, the new version created will replace the old version and the old version will be deleted from the system.
If a Requisition is revised, the new version replaces the old version but in this case the old version (both header and lines) remains on the system and may be accessed for information purposes.

A Requisition can require modification for a number of reasons. The principle reasons are as follows:

To alter Requisition header details or text, Requisition line details or text as required
To amend a Requisition after a funds check failure
To reallocate the General Ledger split analysis

As a general rule amendments or revisions can be made at any time during the Requisition business cycle, but the following limitations apply:

Amendments can only be performed on Requisitions with an Outstanding status.
Amendments and revisions to General Ledger codes and Requisition values need reauthorisation (assuming that authorisation is required) and may generate a Funds Check Failure if Commitment Accounting is in use.
Changes to status are covered in the section 'Change the Status of a Requisition'.

Access to revisions or amendments will have been set to one of the following:

Unrestricted access to both amendments and revisions.
Revisions must always be made.
Amendments must always be made.
Revisions must always be made after the document has been printed (i.e. May amend prior to this).

Requisitions can only be amended or revised if they have a status of Outstanding. To modify a Requisition in any other status you must first change its status (see PM Requisitions - Changing the Status of a Requisition).

NOTE Changes to the value of a Requisition will affect information concerning Commitment Accounting and Audit Reconciliation.

The diagram illustrates the sequence of screens accessed during the execution of this task.

Diagram pm480

If authorisation by GL responsibility/Value within GL responsibility/Level within GL Responsibility is being used then instead of screen MDB7 being shown screens MDB8 and MDBU will be shown.

NOTE Requisition amendments may require reauthorisation depending upon the nature of the amendments and the authorisation controls which have been set up. During Requisition amendment/revision you can access screen to view, amend or confirm authorisers. If Authorisation has been defined as mandatory during Requisition Entry you must access Authorise Requisition prior to the document being available for further usage.

NOTE The menu path shown is the default for the system. Your company may have customised menu options, so the path shown may not be accurate. Please contact your system administrator for details.