The user must be an admin to do this.
This can be done from either Requisition or Purchase Orders, from the Tools menu. In this example, we will do it from Requisitions.
Note: Changing Owner will revoke access to the original owner. Only the owner or users with Unrestricted Search access will be able to link to a Purchase Order in the Financial Packet within the Search tab. Requisitions can still be viewed under Tools > Requisitions and Purchase Orders by users who have a matching user profile email address to the requestor email on the Requisition.
1. Go Requisitions by clicking Tools->Requisitions
2. Click on the document you wish to change owner or requestor and then right click and click "Change Owner".
You can select more than one if you wish to by either holding CTRL and clicking items or holding Shift and clicking from top to bottom of items you want to select
3. Select the name you wish to change the owner or requestor to and click save.
- Changing owner will allow another user to view the requisition/po that is different from the original creator.
- Changing requestor will change the requestor email address.
