MCCC Knowledge Base

How to Edit/Delete a Requisition or Add a Document in Self-Service

2020

How to Edit/Delete a Requisition or Add a Document in Self-Service

 

1. Open up the requisition via the requisition number

2. To Edit: click the blue pencil

To Delete: click delete

 

3. To add documents:

  • click the blue pencil to edit
  • The attachment option is now available at the top right of the screen. 

It is CRITICAL to provide backup for your requisition. Please attach any and all pertinent contracts, specifications, invoices, quotes, letters, forms, etc. 

Without these documents, the order will be delayed while we request them.

 

4. Select “Choose File” to select a document to attach.  Then select “Upload” to finalize.

Repeat until all documents are attached.

 

5. When finalized the Attachment button will display how many files are now associated with the requisition.

Once an attachment is associated with the requisition, the requisition cannot be deleted.  Please contact Purchasing to remove the attachment so that it can be deleted.

 

6. Make sure to Save your document after making changes at the bottom.  

Your requisition will appear in your designated approver’s queue.  They will not receive an alert that a document is ready for their review and approval.   Please make them aware so that your order is not left “In Progress.”

 

 

 

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