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How to Edit a Purchase Request

Editing lets the creator refine General details and Products lines before the request is fully resolved by procurement. Ownership and status rules control whether Edit appears and whether saves are allowed, so the audit trail stays trustworthy.

The editor uses the same layout as creating a purchase request: header Cancel and Submit, then General (name, priority, needed-by date, description with the usual character limits) and Products (New product, line Type / Product / Description / Quantity + unit, row trash). Use the create guide for a full field-by-field description; this page focuses on how to open edit and what rules apply.

Open Edit from the list

Go to Procurement → Purchase Requests.
Find the row (use Search by name if the list is long).
Click ⋯ at the end of the row.
Choose Edit.

The row menu often includes Approve, Decline, and Delete as well; those are separate actions—see How to approve or decline and How to delete.

Purchase Requests list with row more menu open showing Edit, Approve, Decline, Delete — From the list: ⋯ → **Edit**.

Change fields and save

After Edit opens, update what you need, then click Submit to save. Cancel discards changes for that session (exact behavior if you already changed fields depends on your build—confirm before leaving).

Purchase Request edit form with General and Products sections, Cancel and Submit — **General** and **Products** — same structure as create; adjust values and **Submit**.

Typical updates

Area	Examples
General	Rename the request, change Priority, move Needed by date, or expand Description (up to the shown character limits).
Products	Add a line with New product, change Quantity or unit, pick a different Product, or remove a line with the trash icon.

Critical constraints

Constraint	Description
Creator lock	Only the user who created the purchase request can edit it in normal workflows. If you did not create the PR, Edit may be missing or saving may be blocked.
Status lock	Editing is allowed only while the PR is still open for changes—for example Draft, Pending, In Process, or In Progress (labels depend on your tenant and workflow). After Approved, Declined, Ordered, or another resolved state, Edit is disabled to protect history.
Global sync	Changes in Products (for example switching a line from Part to Asset or changing quantities) take effect when you Submit and can change how the request feeds RFQ / PO paths.