Please use this page as a guide to determine if you should seek support with editing your POs or submit change requests.
Important Information
- HELPFUL HINT: The fastest way to order a new good/service or to increase the quantity of an existing line is to create a NEW requisition in BearBUY.
- Once a PO is created, you CANNOT make changes to the Business Unit, Org Node, and Bill to Address at all. If an Org Node is discontinued, you must close the PO and create a new one.
- Any changes that increase the total amount or quantity of a PO MUST go through the change request process for financial approval.
- ATTENTION - RE: CCOA Updates! The best practice for all orders created before May 27, 2022, is to make no changes or extensions. If you need to make any changes to a purchase order that does not have a Business Unit, a new purchase order MUST be created to add the Business Unit. For further details on what to do with POs that do not have a Business Unit, please refer to the January 2023 Newsletter.
- REMINDER: Once the PO or PO line has been partially or fully vouchered, you CANNOT modify any of the chartfields (i.e. Account Code, Fund Code, Dept ID, Function Code, CF1, or CF2) of the Accounting Codes (chartstrings or COA) in the PO.
- Tip: For a partially vouchered PO, create a new line in the same PO, move the unspent monies from the partially vouchered line to the new line, and override the Account Codes (chartstrings or COA) in the new line.
- For punchout orders, NO changes to the quantity or price can be requested or made.
- NO changes can be requested or made on Amazon Business POs.
- IMPORTANT - To fully understand the shopping and change request processes, it is highly recommended to take the following ESSENTIAL eCourses: BearBUY 1.0: Basics for Shoppers AND BearBUY 2.0: Intermediate for Shoppers.
Change Requests
Submitted by Shoppers
WARNING:
1. Do NOT create a change request for POs that does NOT have the required Business Unit (BU) in BearBUY. ANY POs that does NOT have the requried BU should be closed and a new PO should be created.
2. You CANNOT create a Change Request in BearBUY on a fully vouchered PO or against a fully vouchered PO line. Please reach out to your Berkeley Regional Services (BRS) Purchasing Team for further assistance.
3. You CANNOT create a Change Request in BearBUY on an Amazon Business PO as it is paid with a ghost card upon shipment.
4. You CANNOT create a Change Request for POs that were created using the Payment Request or After-the-fact forms.
5. You SHOULD NOT create a Change Request in BearBUY on any catalog order.
You are allowed to create a Change Request in BearBUY for the following:
- Prepare For
- Ship to Address Code
- Final Destination Code
- Delivery Options
- Accounting Codes (Header Level - Please see Reminder and Tip above)
- Edit line information (if the PO has never been invoiced)
- Accounting Codes (Line Level - Please see Reminder and Tip above)
- Quantity and amount (only increase not decrease)
- Add a Non-Catalog Item Line OR a Service Item Line (if the proposed change is within the original purpose or approved under the original contract) -- Please Note: Most requests to add an item will be denied.
- Please do NOT mix form types (i.e. If the Services and Non-Tangible Items form was used to create the first line, please select "Add Service Item" line. Do NOT select "Add Non-Catalog Item" line.)
Regional Support
PO Direct Revisions (Change Orders)
Please contact* your Berkeley Regional Services (BRS) Purchasing Team if any of the following needs to be changed for purchases of non-restricted goods or services equal to or less than $9,999.99:
- Asset Management
- Distribution Information
- Supplier Information
- Billing Options (i.e. Payment Terms & Shipping Terms)
- Re-Open/Close a PO
- Cancel a PO
Buyer Support
PO Direct Revisions (Change Orders)
Please contact* your Buyer if any of the following needs to be changed for purchases of restricted or controlled goods and services under $10,000.00 and for all purchases of goods and services equal to or over $10,000.00:
- CA Partial Sales Tax
- Prevailing Wage
- Fair Wage Fair Work
- Asset Management
- Distribution Information
- Supplier Information
- Billing Options (i.e. Payment Terms & Shipping Terms)
- Re-Open/Close a PO
- Cancel a PO