Void/ Retract a Purchase Requisition

Line items from Purchase Requisitions can be voided or retracted if a purchase requisition has not yet been converted to a Purchase Order.  Employees will always have access to void or retract their own line items; extra permission can be given to void others'.

This article will show you, an Accounts Payable Employee, how to void or retract a purchase requisition

Voiding Purchase Requisitions

Please Note: Line items cannot be voided if they are converted to Purchase Order..

Step 1: On the Configurations page, select the Manage Transactions tile. 

Step 2: The Manage Transactions screen opens. Search for a Requisition by:

• Requisition Title: the title of the Requisition.
• Vendor: The vendor you placed the Requisition with.
• Product Description/SKU: Describe one of the products on the Requisition, or list the SKU number.
• Amount: Enter a range of the dollar amount on the Requisition.
• Date Range: Enter a date range for when the Requisition was placed.

Step 3: After clicking the Search button, results that matched your search will appear under Matching Requisitions. To void a requisition, click Void.

Step 4: This is the Void Requisition screen. Click the checkboxes to the left of the line items to select them to void.

 Step 5: Comments are required when voiding a requisition. Enter them here.

 Step 6: Click Void Requisition. A confirmation will appear at the top of the screen that the transaction has been successfully processed.

 

 

Retracting a Purchase Requisition

Line items from Purchase Requisitions can be retracted to the Submit Requisitions page, where the employee who submitted them can edit and resubmit them for approval. Employees will always have access to retract their own line items.

Step 1: On the Manage Transactions page, use the available fields to search for a Requisition.

Next, click the Search button. 

Step 2: The search results that matched your search will appear under Matching Requisitions. To retract a requisition, click Retract.

Step 3: This is the Retract Requisition screen. Click the checkboxes to the left of the line items to select them to retract.

Step 4: Enter a comment for the retraction. Comments are required.

Step 5: Click Retract Requisition. A confirmation will appear at the top of the screen that the transaction has been successfully processed.

Step 6: The Purchase Requisition will appear on the Submit Requisition page with the label RETRACTED and comments below it. You can open, edit, and resubmit the requisition.