Making changes to Purchase Requisitions - at review level
When the reviewer makes changes to a requisition, should it automatically update/ save and should when the following approver reviews the PR it should reflect the changes made?
Currently, the reviewer is making changes (ei: no vendor attached to a specific product, so we went in and attached a primary vendor to this particular product) however when it got pushed to the approver, the vendor was still not attached to the item. Is there something we need to change to the set up? or are we always forced to decline the PR so that the owner can make the updates?
Lastly, is there a way to reject only certain items? We only have the option to reject everything or approve everything.
Thank you for your question.
If you are making a change directly to a product then the changes won't be reflected in the PR until you process the PR and create the PO. This is because the PR is not retrospectively looking for changes to the product at that point.
If you did want to show the Primary Vendor on a PR after the product had been updated the reviewer would be able to delete the affected line and re add it to the PR, this would then pull through the Primary Vendor for all future approvers to see.
With reference to rejecting single lines, as a reviewer you are able to delete lines from a PR so that the remaining lines can be approved. As the requisition creator would not be notified of this you would need to inform them separately.
I hope this answers you question but please do let me know if I can be of any further help
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