How To:  Change a Standard Non-Catalog Purchase Order

Before You Start

If not all the funds will be used on the Purchase Order and you would like to see the committed funds removed from reports, see How To: View or Suppress Commitments.

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Step 2 – Create a Standard Non-Catalog Change Order

Step 3 – Checkout

Page 1:  Requisition Information

1. Update Description / Business Purpose (note Description/Business Purpose defaults to first line item on the requisition)
2. See Guidelines for Writing a Clear Business Purpose
3. Enter / Update Delivery information (i.e., Requestor, Deliver-To Location, Department Name, Room, Attention To)
   
   
   Notes: 

   1. Go to the Building and Address web site to find the deliver-to (BLDG ID) code. Enter a one-time address if delivering to an address not in the Stanford table or a foreign address.
   2. A single shopping cart cannot have multiple delivery locations.
   
   
4. Enter / Update billing information (i.e., Project, Task, Award, Expenditure Type)
   
   
   Note:  See Buy / Pay Guide for a list of common expenditure types or search the Expenditure Type Lookup Tool (Launch Oracle and open the SU Inquiry Tools folder).
   
   
5. Click Edit Lines as appropriate
6. Click Next to continue

Page 2:  Manage Approvals

Note:  Add the DPA as the first approver in the routing list if using the Standard Capital Equipment category.

1. Verify approvers. Use Manage Approvers to update approvers if necessary.
2. Enter a note to approver (optional)
3. Click Next to continue

Page 3:  Review and Submit Requisition

1. Check the Price Reasonableness policy acknowledgement box
   
   
   Note:  Please click the Ensuring Price Reasonableness link to read the policy.
   
   
2. If tax should not be applied to a particular line, override by selecting the appropriate tax exempt category from the pulldown menu. Review the Common Sales Tax Exempt Categories.
   
   
   Note:  All categories will change the tax to zero.
   
   
3. Click Submit to route request for approval
   
   
   Note:  Alternatively, click Save to store requisition with an Incomplete status for a later submittal

 

What's Next?

After approval, the change order is routed to Procurement – Purchasing Services. A buyer will make the change to the original order.