Making substitutions

Use this procedure to manually substitute one item for another when a substitute exists.

  1. Sign in as Requester, and select My Requisitions.
  2. Open the requisition.
  3. Select the Lines tab.
  4. Click New.
  5. Select the substitute item from the Item field.
  6. Specify Line Details, Purchasing Options, and Miscellaneous information.
  7. Click Save.
  8. On the Lines tab, select the original requisition line for which a substitution was made.
  9. Delete the original requisition line for which a substitution was made.
  10. On the Requisition window select Actions > Release to release the requisition.