PO Change Process

How do I change a chartfield on my existing PO? 

Effective November 1, 2019, we are introducing a new process to change chartfields. This process will become mandatory starting on January 1, 2020. 

The new process replaces the P.O. Cancellation / Change Request Form

Changing a chartfield now requires the requester to enter a Change Chartfield Requisition. Please follow the How to create a Change Chartfield Requisition (PDF) guide. 

How do I close a PO? 

Please complete “Option 1: PO Close Request” of the PO Close & PO Decrease Form (PDF) and email it to procurement@sfsu.edu

This form is also available on Docusign

How do I decrease a dollar amount or close a line on an existing PO?  

Please complete “Option 2: PO Line Decrease Request” of the PO Close & PO Decrease Form (PDF) and email it to procurement@sfsu.edu

This form is also available on Docusign

 

Related Forms

 

To view PDF files, you may download Adobe Reader