Solutions Team

The Solutions Team processes “Invoice Exceptions” that exceed tolerance limits for pricing, quantity, shipping/handling and certain taxes.

When to use a change request form

Please read our Change Requests, on when to use a Change Request Form to alter a Purchase Order.

How to Process Change Request Form

Please read our Change Order Request, on how to process a Change Request Form.

• Reasons for using this form:
  • Change to Quantity
  • Change to Unit Price
  • Increase Order Value and Encumbrance
  • Decrease PO Value and Encumbrance
  • Correct Part Number/Description
  • FOAPAL Code Change

Closing Out Purchase Orders

• Reasons for closing out Purchase Orders:
  • Purchase Order was fully invoiced with funds still encumbered
  • Purchase Order was created for the wrong vendor
  • Merchandise/Services were cancelled
• How to request to have your Purchase Order close:
  • Before requesting a close, be sure there are no invoices “in process” against the purchase order
  • Add a comment to the purchase order and direct the comment (Close PO) to Last Name “Team” First Name “Solutions”