Note: Only the user who initially entered the requisition can cancel or delete a rejected requisition through the Requisition Entry option following the steps below. Cancelling a rejected requisition will: 1) release the amount from the Unapproved Requisitions total for the applicable account numbers (appears when entering requisitions), 2) prevent the rejected requisition from displaying in the Requisition Entry option when searching, and 3) keep the history of the requisition in the system as an audit trail for its entry, rejection, and cancellation. Deleting a rejected requisition will: 1) release the amount from the Unapproved Requisitions total for the applicable account numbers (appears when entering requisitions), and 2) completely remove (delete) the requisition from the system (will not be any history of the requisition being entered and rejected).
Tip: Rejected requisitions can also be cancelled from within the Cancel Outstanding/Rejected Requisitions option (by any user with the applicable rights to the option), if needed.
From the Accounts Payable screen, select the Requisitions menu and then Requisition Entry.
If there are any unsubmitted requisitions previously entered and saved by the current user (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Search screen will appear. Select the rejected requisition to cancel or delete by double-clicking on the record. If there are not any unsubmitted requisitions (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Entry screen will appear immediately in order to enter a new requisition.
Tip: If needed, from the Requisition Entry screen, enter the requisition number for the rejected requisition to cancel or delete in the Requisition Number field, or click the Find button to select the correct one.
To cancel the rejected requisition, complete the following:
Select the Cancelled field. A checkmark will appear in the box if the field is selected.
Click the Save button.
To delete the rejected requisition, complete the following:
Click the Delete button.
When prompted to delete the record, click Yes.