Cancelling a Requisition or Requisition Line

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Presentation transcript:

Cancelling a Requisition or Requisition Line Lesson 8 Cancelling a Requisition or Requisition Line

Lesson 8: Cancelling a Requisition or Requisition Line If your requisition has been either rejected by your approver or returned by your buyer you may cancel a requisition in it’s entirety OR by line: Perform a Requisition Summary inquiry to view the requisition information. Before clicking the Find button, choose Headers in the Results section of the “Find Requisitions” window – if you only need to cancel a line, select Lines. Note: A requisition or requisition line cannot be canceled if the status is “Incomplete.” Refer to Lesson 7.

Lesson 8: Cancelling a Requisition or Requisition Line Place your cursor on the requisition number that you’d like to cancel, then go to the menu and select Tools >Control> Cancel Requisition Fill in the Reason field and click “Ok.” This will cancel the requisition in it’s entirety. The following Caution window will open. Click OK to continue. Finally another message will appear stating that the Control Action has been successful. Click OK. Your cancellation is complete.

Lesson 8: Cancelling a Requisition or Requisition Line If you need to cancel just a line vs. the whole requisition: Put in the requisition number in the Requisition Summary and click “Lines” in the Results box: Find the line you want to cancel and have your cursor clicked in it: Go to “Tools” in the Toolbar Click “Control” from the drop down menu and select Cancel Requisition Lines. You can put in a reason code and click “Ok.” Your line will now be cancelled.