Shift Line Items

Reassign individual line items from one sourcing request to another existing one, or spin them off into a brand-new sourcing request.

Who can use this?

Available to Procurement Buyer and Procurement Admin. The move icon only appears on sourcing requests in OPEN state.

Open the Sourcing Requests list

In the top navigation:

Go to Sourcing & Requests.
Click the Sourcing Requests tab.

You will see a paginated list of all sourcing requests for your organisation.

Locate the source sourcing request you want to move line items from.

Tip: Use the search bar or the State: All filter to narrow the list. Only OPEN sourcing requests show the move icon.

Step 1 – Sourcing Requests list showing ref numbers, state, line item count, and assigned buyer

Open the source sourcing request

Click the ref number link (e.g. SR-260600000024) to open its detail page.

The header shows:

The state
The assigned buyer
The window close time
The AI consolidation reasoning that grouped these items together

Step 2 – SR detail page for SR-260600000024 (OPEN, 1 line item)

Click the move icon on the line item

In the Line Items table, each row has a small transfer icon (two opposing arrows) at the far right.

Click it to open the Move Line Item dialog for that row.

Note: The move icon is only visible when the sourcing request is in OPEN state. CLOSED or CANCELLED sourcing requests do not show this control.

Step 3 – The transfer icon (↔) appears at the end of each line item row

Select the target sourcing request

The Move Line Item dialog lists all other OPEN and DRAFT sourcing requests in your organisation.

Scroll down past the "OR MOVE TO EXISTING" separator to find the destination.
Click the row for the SR you want to move the item into.

Note: Each row shows the SR ref number and its current line item count so you can pick the right one at a glance.

Step 4 – The Move Line Item dialog with both options: create a new SR (top) or pick an existing one from the list

Confirm the move

After clicking the target SR, the dialog closes and the page refreshes automatically.

A success toast confirms "Line item moved to existing sourcing request."
The line item disappears from the source SR, which now shows 0 line items (or fewer than before).

Tip: To verify the item landed correctly, navigate to the target SR and check its Line Items table.

Step 5 – SR-260600000024 now shows 0 line items and a success toast confirms the move

Click "Create new sourcing request" in the dialog

Follow steps 1 through 3 above on any OPEN sourcing request with line items.
When the Move Line Item dialog opens, click the "Create new sourcing request" button at the very top of the dialog (above the "OR MOVE TO EXISTING" separator) to spin the line item off into a brand-new SR.

Step 6 – Click "Create new sourcing request" at the top of the dialog to create a new SR for this line item

Confirm the new sourcing request is created

The dialog closes and the page refreshes.

A success toast confirms "Line item moved to a new sourcing request."
The source SR now has one fewer line item.
A new sourcing request (with a new ref number) is created and immediately visible in the Sourcing Requests list.

Important: The new sourcing request is created in OPEN state and is unassigned. Remember to assign a buyer and confirm the window close time before proceeding to create an RFQ from it.

Step 7 – SR-260600000023 now has 1 line item remaining; the moved item was placed in a newly created sourcing request