Module 4 – Edit a Requisition July 2016 – August 2016 P2P Module: Ariba P2P REQUISITION AND APPROVAL Note: This content is subject to change. Please click on the link below for latest version http://eportal.sccgov.org/sites/proc/training/Pages/Ariba-P2P.aspx

To Edit, Open the Requisition Option 1: Search for and open the requisition. Make sure the Requisition is selected. Option 2: In the My Documents portlet, click the ID or Title of the requisition. Module 4 - Edit a Requisition

Actions: Composing and Submitted Composing Status – Delete, copy, edit or submit. Edit opens review cart and continue shopping actions. Submitted Status – Copy, withdraw or edit. Edit opens review cart and continue shopping actions. Withdraw removes the requisition from the approval queue. Module 4 - Edit a Requisition

Actions: Ordering and Ordered Ordering Status – Copy is the only available action on the requisition when it is in ordering status Ordered Status Copy – Create a new requisition from this one. Change – Decrease quantity only. Cancel – Cancel the order to the supplier. Module 4 – Edit a Requisition

Actions: Confirm, Receive or Invoice Confirming, Confirmed, Receiving, Received, Invoiced Status After the PO reaches confirming status, the only available option is to copy the order. Module 4 – Edit a Requisition

Editing Items from Punch Out Sites To edit an item from punch out site, click the Description, make your edits on the punch out site, and then return to P2P to complete the change. Module 4 - Edit a Requisition

Req Status Determines Available Actions Composing Copy, edit Submitted Copy, edit, withdraw Approved Copy Ordering Ordered Change – Decrease quantity only Cancel – Only possible if the status is not shipping or shipped Confirming Confirmed Receiving NOTE: Quantities cannot be reduced below the number already received. Received Invoiced NOTE: Editing or withdrawing a requisition removes it from the approval process and puts it in a composing state until it is resubmitted. Module 4 - Edit a Requisition