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Edit Purchase Requisition

Update an existing purchase requisition that is in Draft status. The edit form uses the same full-page document layout as the create form. Once a PR is approved, the form is locked.

Screenshot pending: Edit Purchase Requisition form pre-filled with an existing draft PR showing vendor, dates, requester, and line items.

Notes

Section titled “Notes”

This page is currently DEV-gated and only visible in development environments.

Accessing the Page

Section titled “Accessing the Page”

From the Purchase Requisition Detail page, click Edit, or navigate directly to /commerce/procurement/requisitions/:id/edit. The Edit button only appears for Draft PRs.

Form Overview

Section titled “Form Overview”

The edit form uses the same structure as the Create Purchase Requisition form. All fields and line item columns are identical.

In edit mode:

  • The document number is shown as a read-only reference.
  • The submit button is labeled Save Changes.
  • Existing lines are pre-loaded; deleting a saved line marks it for removal on submit.
  • Version tracking detects concurrent edits.

The Document Number is read-only after creation.

Document Header Fields

Section titled “Document Header Fields”

Same fields as Create Purchase Requisition.

Line Items

Section titled “Line Items”

Same columns as Create Purchase Requisition.

Validation Rules

Section titled “Validation Rules”

Same rules as Create Purchase Requisition. Additionally:

RuleBehavior
Version conflictIf another user edited the document concurrently, a conflict error is shown; refresh and retry
Draft-only editingNon-Draft PRs redirect to the detail page

Post-save Behavior

Section titled “Post-save Behavior”

After saving:

Common tasks

Section titled “Common tasks”
  1. Open the Purchase Requisition Detail for a Draft PR.
  2. Click Edit in the action bar.
  3. Update fields or line items.
  4. Click Save Changes.

Permissions & system behavior

Section titled “Permissions & system behavior”
  • Editing requires Write permission.
  • Only Draft PRs are editable.
Section titled “Related Pages”