Overview
Learn how to add a line to an existing Purchase Order and when you should do so instead of issuing a new Purchase Order.
Critical Concepts
- Please note you cannot add a line to a PO which has closed
- You may add a line to an existing PO when one or more of the following applies:
- On a multiyear, federally-funded PO you are trying to add a new year of service
- If a new or revised Statement of Work (SOW) needs to be attached, please instead issue a new PO
- You are changing the COA or POETAF information on the PO
- Please simultaneously reduce the original PO to what has been invoiced
- You are adding charges that were missing on the original PO such as installation or miscellaneous fees
- If a request to add an additional line is submitted that doesn't fit one of the above criteria, the request will be denied
- Refer to the Overview of Request Forms in Oracle Procurement KBA for a review of when the amount-based versus the quantity-based form should be used
Steps to Take
Navigate to Oracle Procurement
- Go to https://ofc.ucsd.edu
- Click the Company Single Sign-On button
- Log in with your Active Directory information
- In Procure to Pay, click Purchase Requisitions
Select a Form
- In the forms section, click one of the Add line to existing PO links
- If you are unsure which one to select, refer to the Overview of Request Forms in Oracle Procurement KBA for a review of when the amount-based versus the quantity-based form should be use
Complete and Submit the Form
- Review the instructions at the top of the form and within the Attachments section for relevant tips and required attachments
- All fields with an asterisk are required
- If you have any trouble completing the request form, refer to the How to Order Goods and Services with Request Forms in Oracle Procurement KBA
- In the Justification field, include the reason why you are requesting a new line be added to the Purchase Order
- Once completed, at the top right of the page, click Add to Cart
- At the top right, click the Shopping Cart icon, then Review to begin the submission process
- Refer to the How to Checkout in Oracle Procurement KBA for guidance on the checkout process