Modify Purchase Request

Through this activity, you can modify the purchase request for a project directly. You can specify the folder details, the payment and the reason code for modifying the request document. The line level details of the item can be specified.

Select the “Modify Purchase Request” from the bottom of the page.

The “Modify Purchase Request” page appears.

The system displays the following details in the “Project Details” group box.

Project Code	A unique code identifying the project.
Project Name	The name of the project.
Project Status	Indicates the project status.

The system displays the following details in the “Document Details” group box.

Doc. Type	Indicates the document type selected from the previous page.
Doc. No	A unique number identifying the document.
Status	Indicates the document status.
Doc. Date	The date on which the purchase request document was created.
Amendment No.	A unique number identifying the document amendment

Select the following from the “Document Details” group box:

Folder

Use the drop-down list box to select the folder. The combo is loaded with “Delivery”, “General”, “Misc” and “None”. The system displays “Blank” by default on launch of the page.

The system displays the following details in the “Document Details” group box.

Supplier Code	A unique code identifying the supplier.
Supplier Name	The name of the supplier.
Basic Value	The basic value of the request document.

Select the following from the “Document Details” group box:

Receipt At

Use the drop-down list box to select the organization unit in which the purchase request has to be modified. The combo is loaded with the OUs based on the component interaction between PR and GR. The system displays the “Login OU” by default on launch of the page.

The system displays the following details in the “Document Details” group box.

Currency	The currency used in the request document.
Type	The document type. The document type can be “General” or “Dropship”.
Accounting Unit	Accounting Unit also referred as a financial book where all the entries pertained to the purchase of the goods are maintained.

Select the following from the “Document Details” group box:

AC Usage	Use the drop-down list box to select the account in which the amount that has been received must be posted. The combo is loaded with the values mapped to the Transaction – Purchase Request and Transaction Type – PR.
CC Usage	Use the drop-down list box to select the cost center to which the payment account is mapped.

Enter the following from the “Document Details” group box:

Remarks	Any remarks pertaining to the modification of purchase request.
Reason Code	A unique code identifying the reason for modifying the purchase request document. Mandatory.

The system displays the following details in the “Document Details” group box.

Reason Description

The detailed description of the reason.

Enter the following details in the multiline:

WBS ID

A unique code identifying the work breakdown structure of the project.

The system displays the following details in the multiline.

Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.
Work Area	The work area in which the project took place.
Task Group	Indicates the task group to which the project is mapped.
Start Date	The date on which the project was started.
End Date	The project completion date.

The system displays the following details in the multiline.

Line No

A unique number identifying the item line.

Enter the following details in the multiline:

Item Code	A unique code identifying the item.
Variant	A unique code identifying the item variant.
Quantity	Indicates the item quantity.

The system displays the following details in the multiline.

Usage UOM

The unit of measurement of the item usage.

Enter the following details in the multiline:

Rate	The item rate.
Need Date	The date on which the item is required.
Warehouse	Indicates the warehouse at which the item is stored.

The system displays the following details in the multiline.

Balance Qty	The balance quantity available in the warehouse.
Available Stock	The total stock available in the warehouse.
WBS ID	A unique code identifying the work breakdown structure of the project

Click the “Save” pushbutton.

The system retrieves all the materials mapped to the WBS Ids, Task Code whose ownership is “Self” and populates the line details to the second grid.

Also, the system retrieves the Item, Variant, Usage UOM, Rate, Need Date, Balance Quantity and Available Stock and WBS ID.

The displays the Need date as WBS ID – Start Date.

Click the “Modify” pushbutton.

The system retrieves all the WBS ID details of the PR in the first multiline and the Line item details of the PR in the second multiline

Click the “Short Close” pushbutton.

The system increases the Balance Material Quantity of all the WBS Ids in the PR and updates the PR status as “Short Closed”.

Note: Only Open status of the PR can be short closed.

Click the “Delete” pushbutton.

The system increases the Balance Task quantity of all the WBS Ids in the PR.

Note: Only Draft / Fresh status of the document can be deleted.

To proceed, carry out the following

Select the “Attach Notes” link at the bottom of the page to attach the notes details for the project.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist details for the project.
Select the “Specify Budget” link at the bottom of the page to specify the budget details for the project.
Select the “Schedule and Distribution” link at the bottom of the page to view the projects schedule and distribution details.
Select the “TCAL Summary” link at the bottom of the page to view the projects tax calculation summary.
Select the “Approve Purchase Request” link at the bottom of the page to approve the purchase request.
Select the “View Purchase Request” link at the bottom of the page to view the purchase request details.