Add a line to an existing purchase requisition or order
You can add a new purchase line to an existing purchase requisition or order.
Before you begin
Role required: sn_spend_psd.requestor or shopper
Procedure
Navigate to All > ShoppingHub Home > My purchases.
Select a purchase requisition or order and select Edit from the More options icon.
Editing a purchase order
The Edit a purchase page is displayed with the available purchase lines.
- Select Add to add a new line.
Adding a new line in a purchase order
On the form, fill in the fields.
When adding a new line, you can select a supplier product from the existing system catalog or request for a new supplier product from the Would you like to: field. The fields displayed are based on the selection of one of the following options:
- Browse catalog
Selecting a supplier product from an existing system catalog when adding a new purchase line.
| Field | Description |
|---|---|
| Would you like to: | Select Browse catalog to select from a pre-existent supplier and catalog. |
| Supplier | Displays the supplier name. |
| Supplier Product | Select a relevant product to purchase from the list. |
| Quantity | Enter the numerical quantity of the product to purchase. |
| Expected delivery date | Important: This field is applicable only for product. Select the date by when you want the product to be delivered. |
| Requested start date | Important: This field is applicable only for services. Select the date by when you want the service to start. |
| Requested end date | Important: This field is applicable only for services. Select the date by when you want the service to end. |
| Where do you think you will have this delivered? | Select one of the following delivery options:- To a saved location - To a work address \(already approved\) - To somewhere else The delivery location available for selection is filtered based on the countries supplier can deliver to. |
| Address | Based on the delivery option selected, the address is displayed here. |
| Add a payment method | Select your preferred payment method. |
| Purchase reason | Enter your comments on the purchase. |
- **Submit a quote**
Requesting for a new supplier product when adding a new purchase line.
| Field | Description |
|---|---|
| Would you like to: | Select Submit a quote to add a new supplier and product that you want to purchase. |
| Supplier | Displays the supplier name. |
| Is this a quote for a goods or service? | Select if the quote is for a goods or a service. |
| Supplier Part Number | Enter the number to identify the supplier or product. For example, SKU, Product ID, and so on. |
| Product Name | Enter the name of the product that you would like to order. |
| Unit | Select from Fixed Fee orIndividual unit to quantify the product. For example, box, each, ounces, and so on. |
| Select the currency type for the quoted price | Select the currency type in which you want to trade. |
| Unit Price | Enter the price per unit. |
| Quantity | Enter the numerical quantity of the product to purchase. |
| Tax | Enter the tax value. |
| Shipping | Enter the shipping mode. |
| Total Amount | Displays the calculated total value of the purchased. |
| Expected delivery date | Important: This field is applicable only for product. Select the date by when you want the product to be delivered. |
| Requested start date | Important: This field is applicable only for services. Select the date by when you want the service to start. |
| Requested end date | Important: This field is applicable only for services. Select the date by when you want the service to end. |
| Where do you think you will have this delivered? | Select one of the following delivery options:- To a saved location - To a work address \(already approved\) - To somewhere else |
| Address | Based on the delivery option selected, the address is displayed here. |
| Add a payment method | Select your preferred payment method. |
| Purchase reason | Enter your comments on the purchase. |
| Additional comments | Enter additional comments if any. |
Select Add to complete the add request.
A new purchase line is added to the purchase requisition or order. Note that for Submit a quote option, the PRL/POL number isn’t displayed.
Select Submit request.
A confirmation message screen appears.
Parent Topic:Purchase revision flows