Approvers can edit the following fields on a requisition during the approval process.

• Accounting Codes:
  • Object
  • Activity
  • Sub-Activity
  • Root
• Asset Tag
• Check Delivery
• Department Delivery Address
• Exclude PO from Auto-Close
• Hold for Pickup TUB
• ICQ Support
• Optional Search Field
• Requisition Description or Business Purpose
• Standing Amount Based PO
• Wire Transfer Request

Some considerations for Approvers:

• Shoppers or Requestors who are added as an Ad Hoc Approver will NOT be able to edit any fields on the requisition.
• Approvers must first assign the requisition to themselves to take any edit action.
• To edit, the Approver needs to navigate into the requisition, and depending on the field, may need to click the pencil in that section to edit.
• Edit actions are recorded on the History tab, including: the Approver’s name, time/date stamp, and old value vs. new value.
• Editing split Accounting Codes: Approvers can change the ‘% of Price’ allocation to ‘Amount of Price’ AND can adjust the percentages or amounts as long as it adds up to the original total of the requisition.  They cannot eliminate the distribution lines present, nor override header level allocations by performing line level entries.
• The ability to edit will only apply to requisitions that were created from April 12, 2021 onwards.  Approvers will not be able to edit any requisitions that were created before that date.