Review Revisions to a Procurement Document Lesson


In the following lesson revisions to a Purchase Order are reviewed.  The process for Reviewing revisions to a Procurement Document is the same for Requisitions, Quotation Requests, Purchase Orders, and Contracts.


Steps:

  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 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 Row button.

    Step 11
  12. Click the Order Revisions menu.

    Step 12
  13. To view header information for the most recently revised information, click the Last Revision option.

     

    This automatically defaults as the selected radio button.

    Step 13
  14. To view original order and all revisions, click the All Revisions option.

    Step 14
  15. Information in the grid contains the Order Header information

     

    Order Revision column indicates which revision information if the specific row is checked.

    Step 15
  16. If needed, add a Revision Attachment to explain details specific to the revision by clicking the Revision Attachment button.

     

    Note:  Attachments to revisions do not print on Procurement Documents and they are specific only to the order revision.

    Step 16
  17. Select the box on row in the grid that contains the text attachment associated with a revision.

     

    Click the Row:4 option.

    Step 17
  18. Click the Row button.

    Step 18
  19. Click the Revision Attachment menu.

    Step 19
  20. Click the Cancel button.

    Step 20
  21. Select the box on a row in the grid that contains the revision to be reviewed.

    Step 21
  22. Click the Row button.

    Step 22
  23. Click the Revision Details menu.

    Step 23
  24. Select the box on row in the grid that to view all revisions to the specific line on the Procurement Document.

     

    Click the Row:1 option.

    Step 24
  25. Click the Row button.

    Step 25
  26. Click the Revision History menu.

    Step 26
  27. Click the Close button.

    Step 27
  28. Click the Close button.

    Step 28
  29. Click the Close button.

    Step 29
  30. Click the Close button.

    Step 30

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