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Change a PTA on an Approved Purchase Order

This page provides instructions for how to change a PTA (Project, Task, Award) on an approved purchase order (PO) with remaining funds of $1,000 or less. This will allow future invoices to be paid by that changed PTA line. PTA changes do not affect paid invoices, please use iJournals to change the PTAE on past and pending payments. 

If you need to change either the Expenditure Type on a PO or a PTA on a PO with more than $1,000 remaining funds, you can submit a Standard Change Order. See How To: Change a Standard Non-Catalog Purchase Order (Create Change Order).

Change a PTA on an Approved Purchase Order

Make Changes to PTA with Remaining Funds of $1,000 or Less on the PO
  1. Submit a Support Request, (How To: Change PTA on Purchase Order (PO) With Less Than $1,000 Remaining on the total amount of the PO) with the following information:
    • Purchase Order (PO)  Number
    • Existing Project Task Award (PTA)
    • Replacement Project Task Award (PTA)
  2. The PTA can only be changed to one other PTA
  3. The Expenditure Type cannot be changed via the Change PTA under $1,000 process
Make General Changes to an Approved Purchase Order
  1. Submit a change order via iProcurement to make the following changes that apply to active (not Finally Closed) purchase orders: (See How To: Change a Standard Non-Catalog Purchase Order (Create Change Order).
  • Reasons to Change a Purchase Order:
    • Change a PTA or Move Funds From One PTA Line to Another Line
    • Change one or more Expenditure Types
    • Add funds

For more information, see Topic Overview: Purchase Order Process for more information on change activities

What Happens Next?

The support request for “How To: Change PTA on Purchase Order (PO) With Less Than $1,000 Remaining on the total amount of the POis sent to the Financial Support Center (FSC) to make the change to the specific PTA on the Purchase Order. You will be notified by email from the support request when the task is completed. The FSC will send a notification if the PTA change cannot be made according to your request. 

Last Updated: Aug 3, 2023

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