Revising a Procurement Document Lesson

In the following lesson a Purchase Order is revised.  The process for Revising a Procurement Document is the same for Requisitions, Quotation Requests, Purchase Orders, and Contracts.


  1. Click the State of Nebraska link.

    Step 1
  2. Click the Purchasing - Agencies link.

    Step 2
  3. Click the Purchase Orders - Agency link.

    Step 3
  4. Click the Work with Purchase Order link.

    Step 4
  5. Narrow search for the Proucrement Document to revise using the Order Filters, Order Type Filters and the Query by Example (QBE) line.


    Click in the Order Number field.

    Step 5
  6. Enter the Document number into the Order Number field. Enter "303259".

    Step 6
  7. Press [Tab].

    Step 7
  8. Enter the Document Type into the field to the right of the Order Number field. Enter "OP".

    Step 8
  9. Once filtering data is entered, click the Find button.

    Step 9
  10. Select the Radio button on a row in the grid that contains the Procurement Document to be revised.


    Click the option.

    Step 10
  11. Click the Select button.

    Step 11
  12. Order Header


    Modify information on the Order Header as needed.


    Note:  Changes to the Order Header do not automatically update on the Detail Lines. To populate ALL information from the Order Header to the Order Detail Lines, click Form, Header to Detail, Populate.


    Review the Detail lines to ensure the information is correct.


    Note:: Information from the Order Header will NOT populate to Detail lines that are cancelled or closed (Status = 999).

    Step 12
  13. Additional Properties


    Update data in the Additional Properties fields as needed.

    Step 13
  14. Click in the Document Description field.

    Step 14
  15. Enter the desired information into the Document Description field. Enter "SOFTWARE FOR OFFICE".

    Step 15
  16. Click the Category Codes tab.

    Step 16
  17. Category Codes


    Update fields as needed.

    Step 17
  18. Click the OK button.

    Step 18
  19. Order Detail


    Modify or add detail line(s) as required. Any change(s) will update the revision number on the purchasing document.

    Step 19
  20. To Cancel a line on the Procurement Document, select the radio button on the Row to be cancelled.


    Click the Row:1 option.

    Step 20
  21. Click the Row button.

    Step 21
  22. Click the Cancel Line menu.

    Step 22
  23. Note the row that was cancelled now has lines through it and the statuses for the cancelled line are 980 - 999.

    Step 23
  24. To cancel all lines on a Purchase Order, click Form, Cancel Order

    Step 24
  25. Click the Line Defaults tab.

    Step 25
  26. Line Defaults


    Functionality can be used to add new lines to the Procurement Document.

    Step 26
  27. Click the OK button.

    Step 27
  28. Information entered in the Text Attachment is tied to the Revision.

    Click in the field.

    Step 28
  29. Enter details on revision(s) made to the document.


    Include the date of the change and your initials. (Ex. 9/18/06 – LM)


    Enter "Cancelled line 1 - 3/17/2010 - JJP".

    Step 29
  30. Click the OK button.

    Step 30
  31. Click the Close button.

    Step 31

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