In this topic you will learn how to Change the ChartString on a Budget Checked Requisition.
NOTE: The procedures outlined in this topic can only be performed on a requisition that has not been sourced to a Purchase Order (PO) or Request for Quote (RFQ) by Purchasing. If the end-user attempts to perform these procedures and receives a message advising that the requisition (or at least one line on the requisition) has been sourced and cannot be canceled, he/she should contact the Buyer or Purchasing for assistance.
The following must exist for this procedure to be successful:
Requisition Status: Approved
Budget Check Status: Valid
Purchase Order: None existing
Enter the desired information into the Requisition ID field. Enter "0062988".
You must navigate to the Schedule page in order to cancel a line on a budget checked requisition.
A new line must be added to replace the line being cancelled. The new line must be added prior to canceling the desired line to prevent save errors from occurring.
A Prompt box will open. You may enter the number of rows to be added (if you have multiple distribution lines). The default is 1.
Click the Cancel Schedule button for Line 1.
If the requisition has not been sourced to a PO or RFQ and the line can be cancelled, a warning message will display advising you that canceling the requisition line will create a change order.
Enter the desired information into the Price field. Enter "24.99".
Enter the desired information into the Account field. Enter "536298".
Your Business Unit should default into the Business Unit field when working in Production. If it does not contact your Buyer or Purchasing Superuser.
Search for Existing Requisitions
To search for existing requisitions, you must enter all or part of one of the following search criteria:
• Requisition ID - to view a specific requisition; or
• Requester - to view the requisitions entered by a specific requester.
Requester
You must enter the requester's user id into the Requester field. If you enter the requester's name in the Requester field you will receive the following message: "No matching values were found".
The Requester field is not case sensitive unless the Case Sensitive box is checked. If the Case Sensitive box is checked, you must enter the requester's user id in ALL CAPS.
If the Case Sensitive box is unchecked, you will retrieve all records (i.e. options entered in upper, lower or mixed case). By checking the Case Sensitive box, you are limiting your options since PS is looking for a case-sensitive match (i.e. information is entered in ALL CAPS).
Requester Name
To search by Requester Name, enter the last name of the requester. If you want to search for a requester by first name, change the search filter from "begins with" to "contains".
Requisition Status:
If you did not enter a Requisition ID, but instead enter the requester's user id to search, you should select a Requisition Status of Approved to narrow your search.
NOTE: If an attempt is made to cancel a requisition distribution line after the requisition has been sourced, a warning message will display advising that at least one line has been sourced to a PO or RFQ and the requisition cannot be cancelled.
If this message displays: Click OK and cease these procedures, as they do not apply to this requisition. Contact your Buyer or Purchasing for further assistance.
The status on the line 1 is changed to Cancelled.
Scenario
In this example you will cancel a line on a budget checked requisition by completing the following:
1. Add a new line to the Schedule page;
2. Cancel Line 1 on the Schedule page;
3. Enter the desired Quantity and Price on Line 2 of the Schedule page; and
4. Change the Account Code on the Distribution page from 546700 to 536298.
In this example, the chartstring contains a Project/Grant number. Project/Grant numbers can be added/changed/deleted as needed.
The Requisition Status may now say Pending or Approved, but the Budget Status is Not Checked. The requisition must be Approved and Budget Checked again before it can be sourced to a PO or RFQ.
NOTE: The current requisition Status is Approved and the Budget Status is Valid.
This completes Change a Chartstring on a Budget Checked Requisition.
Enter the desired information into the Requisition ID field. Enter a valid value e.g. "0062988".
Enter the desired information into the Price field. Enter a valid value e.g. "24.99".
Enter the desired information into the Account field. Enter a valid value e.g. "536298".
Search for Existing Requisitions
To search for existing requisitions, you must enter all or part of one of the following search criteria:
Requisition ID - to view a specific requisition; or
Requester - to view the