Tips:

Manage PO Change Requests

Purchase Order Change Order Requests can be edited when they are saved/sent back and reviewed when they are completed.

Navigation: NUPortal > Financial > Purchasing tab > Purchasing Related Links > Make Changes to a PO

Graphic of PO Change Order Request Center

Edit a Saved PO Change Request

  1. Enter search criteria (PO Change ID, PO Number, or Requested By) and click Search
  2. Click the PO Change ID link (POC#) for the PO Change Request you want to edit.
    • Only the PO Change Requests you are able to edit will show their PO Change ID as a link.
    • If the Document Status is "Workflow Sent Back From Approver", click the View Name drop down menu and select \0xFFFDUpdate\0xFFFD to edit the POC before clicking the PO Change ID.
    • For a definition of Document Statuses, see the PO Change Request Status reference.

Graphic of Modify Console page

3. Update the Reason for Change (if needed) and click Next

Graphic of PO Change Order Reason page

4. After making additional changes, click and action button:

Review Processed PO Change Order Requests

  1. Enter search criteria (PO Change ID, PO Number, or Requested By) and click Search
  2. Click the PO Change ID link POC# for the PO Change Request you want to review
    • Only the PO Change Requests you are able to review will show their PO Change ID as a link.
    • For a definition of Document Statuses, see PO Change Request Status reference.

3. Click Next.

Document Life Cycle Search Page

Grpahic of Document Life Cycle search page

  1. Enter a POC Change ID or PO Number
  2. Click Search
  3. The Document Lifecycle opens
    • The Document Life Cycle is the best way to see the current workflow status of the PO Change Request or a historical record of changes made to a PO.
    • If the green bar stops at the Workflow icon, look at the table below to see the approval status of the workflow steps (not shown).
    • If the green bar continues to the System Update icon, look at the table below to see the changes made to the purchase order (see example).

Grpahic of Document Life Cycle page

System Updates

  1. Target describes where the data came from: Comments, Header, Line, etc.
  2. Record(Table)Name also indicates at a higher level where the data comes from
  3. Field Name describes the field effected by the change
  4. Old Value shows the data/values that existed before the change/s
  5. New Value shows the data/values that were changed.