Editing Existing Documents

For users with appropriate access levels, it is now possible to edit requisition and purchase order documents that have been posted, but not yet authorised. This can be useful if a member of staff is absent, or a correction/addition needs to be made.

1. From the Home screen, select Document Search.
   
2. The Search Criteria window displays. Enter your required search criteria in the top section, then select Search. For more information on searching, refer to Searching for and Managing Documents.
   
3. Select the View Document icon adjacent to the required document in the Search Results panel to open it.
4. Select Edit at the bottom of the document to edit the document. If the button is not displayed, then you are not able to edit the document, or you have not been provided applicable access rights. For more information, please contact the person within your establishment/organisation who has an administrator login.
   
5. Once the document has been opened, you can edit any of the required information by selecting Edit (grey pencil) adjacent to the required item line.
   
6. Make the required changes, select the Validate icon, then select Post Requisition, or Post Order, as applicable