Learn how to modify a UProcure cart, request a change order, and otherwise manage carts and orders.
Managing Carts
Changes can be made to carts any time before they are submitted for approval. If you need to make changes to a requisition (submitted cart) that is pending approval, first ask the Approver to return the requisition.
- Unassign your cart from the Requester to modify it.
- Modify your cart to add / change / remove items or change the account key(s), shipping address, or business justification.
- Consolidate carts to combine multiple carts into one larger shopping cart. This allows you to submit one order to the supplier instead of multiple smaller orders.
- Process carts assigned to you by someone else (if you are a Requester).
Managing Requisitions & POs
If you need to make changes to a requisition that is pending approval, first ask the Approver to return the requisition and then refer to the Managing Carts guidance above.
- Request a change order to modify a purchase order (PO).
- Withdraw a requisition when a purchase is no longer needed. Alternatively, if the approver is unavailable to return the requisition, withdraw it to copy it to a new cart and resubmit.
- Determine a requisition’s status and who has approved it.
- Search for the requisition.
- Search for the PO once the requisition is approved.
While UProcure looks different than shown in the videos, the overall process is accurate. |