Fingate Buying and Paying > iProcurement - Zip Purchasing > How To... > Change a PTAE on an Approved Purchased Order

How To:  Change a PTAE on an Approved Purchase Order

Before You Start

To change a PTAE on an approved PO, you may submit a change order via iProcurement, or if the purchase order has less than $2,500 remaining, a support request may be sent to the Financial Support Center.

Be aware of the following:

  • Use iJournals to change the PTA / Expenditure Type (PTAE) on past payments. Invoices already applied and paid on the PO cannot be changed with a PTAE change request.
  • The PTAE change process applies to OPEN Purchase Orders. Open Purchase orders are defined as POs with future invoices expected and an open dollar amount that may be applied to your requested replacement PTAE.
  • The original and replacement PTAE must be open (not a closed or on-hold account).
  • PTAE changes cannot be made to line items that have been "received" in iProcurement.
    • However, if the PO has not been paid, a PTAE change can be made by changing the receiving status, effectively un-doing the receiving. You must correct the receipt to zero prior to requesting the PTAE change. See How To: Correct Receiving.

Expand / Collapse All

Submit a Change Order via iProcurement

Submit a Support Request to Change a PTA with Remaining Funds of $2,500 or Less on the PO

 

What's Next?

  • A response may be sent for change requests for SmartMart or Standard POs in 1 to 3 business days.

 

back to top