Editing Requisitions

3 YDA Layout | ADD | EDIT | DELETE |

YDA Requisition distributions are connected to each individual line item. To modify either the account distribution or line item proceed as follows:

1. On the Requisition Entry screen, from the Requisition Master list, highlight the requisition to be changed.

2. Click the Edit button. The Requisition Master Information screen opens.

Adding Detail Line Items and Account Distributions

1. Click the Add button. The Requisition Detail Line Information screen opens.

Note: Refer to the YDA Requisition section of this document.

Editing Detail Line Items and Account Distributions

1. From the Detail Line Items list, highlight the line number to edit.

2. Click the Edit button. The Requisition Detail Line Information screen opens.

3. Change the line item as necessary.

NOTE: You cannot update the Type or Line #.

4. If you need to change the account distribution, click the Edit button to the right of the Account Distribution list. The Account number entry screen opens.

5. Enter the new account dimensions you want to use.

Optionally, click the Acct button and highlight the account you want to use from the Available Accounts list. Click the Select button.

6. Click the OK button. The Requisition Account Distribution for Detail Line Number screen opens.

7. Edit the Percent or Amount values as necessary. You may enter a different percentage or amount to be allocated to the selected account.

• If you allocate less than 100%, the Amount is updated based upon the percentage indicated.

• If you allocate less than the total extended cost, the Percent is updated based upon the amount indicated.

8. Click the OK button to return to the Requisition Detail Line Information screen. If you click the Cancel button your changes will not be saved.

9. Click the OK button to return to the Requisition Master Information screen. If you click the Cancel button your changes will not be saved.

Deleting Detail Line Items

When you delete a detail line item from a YDA requisition, since the account distribution is connected to the line item, the distribution is also deleted.

1. On the Requisition Master Information screen, from the Detail Line Items list, highlight the line number to delete.

2. Click the Delete button. The Delete Confirmation screen opens.

3. Click Yes to delete the line item.

4. Click the OK button to save and close the requisition.

Version 01.04.07.0 &endash; 010232 PL 051904

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