Overview

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This article will demonstrate the process for changing POET information on an Oracle Purchase Order (PO)

Critical Concepts

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• Change Orders are not allowed for recharge Suppliers (e.g. STORE, CORE, Transportation)
  
  • Contact the Supplier directly to Cancel or Change the Order
• Change Orders are not allowed for Advanced Search or Punchout orders
• Only the Requisition owner or the user who enters the Requisition can initiate a Change Order
  
  • You can reassign the Requisition if the original owner is not available
• You can only edit POET or COA information via this method if an Invoice has not been processed against the PO
  
  • Refer to the How to Add a Line to an Existing Purchase Order KBA for instructions on editing the billing information once the PO has been partially paid
  • If the Invoice is already paid, contact your Fund Manager to discuss doing a Cost Transfer
• While the Change Order is initiated from the Requisition, the approved changes will appear on the PO 
• If you have an Invoice which you would like to reference different POET or chart string information, refer to our How to Change the POETAF or Chart String on a PO Invoice KBA

Steps to Take

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Navigate to Oracle

1. Log in to https://ofc.ucsd.edu

2. In Procure to Pay, click Purchase Requisitions

Complete the Change Order

1. In Oracle, access your completed Requisition

a. For more information on how to do this, please refer to the How to Check Requisition Status KBA

2. From the Requisition document, click on Actions then Edit Order

3. Click on the Distributions tab

4. Select the desired line

5. Click the pencil icon to edit that line

6. In Project Details, update the POET information, e.g. Project, Task, Expenditure Type, etc.

7. From Actions, select Rebuild Accounts

8. Click OK to return to the Requisition Page

9. Click Save

10. In the upper left corner of the Requisition page, in Description, enter the Change Order reason 

11. Click Submit

a. The Change Order will route for approval based on the information that was changed