JacksBuy allows users to modify lines for a purchase order.
Note: Lines can only be modified for a Non-Catalog purchase order.
- Locate the purchase order using the search bar located at the top right corner of the screen
- Enter the PO number in the search bar or use the drop-down menu from the All to select the Purchase Orders option, then enter the PO number and Select the magnifying glass to proceed with the search.
- Select the purchase order that needs a change order.
- Select Change Requests from the menu at the top of the screen.
- Select the + to create a new Change Order request.
- Select the recipients that need to be notified of the change order. You can also add a recipient using the Add Recipient link. Recipients have to be set up in the JacksBuy system in order to receive notification. You must enter a Change Request Reason at the bottom of the form in order to begin the process of creating a change request. After the reason is entered, select Create Change Request.
- Scroll down to the lines section. Select the Item description line to access the form. Note: Orders made using our showcased suppliers cannot be changed. Update the increase the Qty and/or price field as needed. Decreases can be made only if the invoice is not paid. Save the changes and scroll up to the top of the page.
- Scroll up to the top of the page. Submit the request.
- Change request submitted notification will be displayed. Note this shows the Change Request number. Select the Change Request number to see who needs to approve.
- This is the workflow. The account manager’s approval is required for any increase. The system will update the PO when the Change Request workflow approval is completed.
- Users should review the History tab to make sure there’s no errors or to verify the change was exported into Banner after the change was fully approved. The change will be reflected after the Procurement Buyer Approval 2 approves this change. See sample below.
