View and edit a purchase request
Discover how to search for existing purchase orders and how to edit existing purchase requests in WorldShare Acquisitions.
You can search for your existing purchase orders and edit an existing purchase request.
Search for existing purchase orders
- On the left navigation, click Purchase Request > Request Items.
- Click Search. All purchase requests appear.
- Results are sorted alphabetically by title.
- To change the sort order, click any column heading.
- Filter orders and plans by using the filters at the top of the page.
- Click the Title to view or edit the purchase request.
Edit existing purchase requests
- There are two places to edit purchase requests
- Request Items screen - Purchase request must have a Review Status of "Pending" or "Rejected".
- Pending Requests screen
- Click Search to view all purchase requests.
- Click the Title of the purchase request you wish to edit.
- From the General tab, the following fields are editable:
- Click the Notes tab to add or edit notes for the purchase order.
- Click Add Note to add a note to the purchase request.
- Fill in the fields:
- In the Type field, select whether the note is a Staff or Vendor note.
- In the Note field, enter the note.
- (Optional) In the Show on field, select whether the note should be displayed as a pop-up message on payment, receiving, or receiving and payment.
- Click Save.
- Fill in the fields:
- Click the pencil button (
) next to the note you want to edit.
- Edit the fields.
- Click Save.
- Click Add Note to add a note to the purchase request.
- Click Save.