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Edit an active Supplier Documents package

You can make some changes to your initial request after it has been sent.

You can change who transmittals are sent to, transmittal template details and the time allowed for responding to requests and document submissions. 

  1. Choose your project from the Project Selector at the top of the page.
Project selector
  1. Click Supplier Documents.
  2. Under Search, click Active Packages.
  1. Enter search criteria as required.
  2. Click the Search button.
  1. Click the Package Number to open it.

You can:

  • change the details for the supplying organization
  • change the details for your organization
  • request more documents from your supplier.

Change details for the supplying organization

In the Supplied by field, you can:

  • Add more people from the supplier's organization into your request - select Send to.
  • Modify the template used by your organization for this request - click View/Edit.
  • Change the number of days allowed for a submission - use the Turnaround field.
supplied by

Change details for your organization

In the Required by field you can change:

  • Send to - add more people from your organization who will be requesting and reviewing documents.
  • Transmittal Template - Click View/Edit to edit the template the supplier will use when responding to your requests
  • Turnaround - Change the number of days your organization will take to review documents.

Now save your changes

Click the Save button.

Changes to the package do not automatically update documents that are already in an existing supplier document process. For these changes to take place, the documents must be canceled, and then re-initiated via the initiator tools.

If you need to request more documents

  1. Click the Add documents button.
  2. You can add documents from either the document register or via Bulk Processing. Need step-by step instructions? Read through Request documents from your supplier.

add documents

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