Voiding a Purchase Requisition

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Line items from Purchase Requisitions can be voided if a user has placed the purchase requisition and it has not yet been converted to a Purchase Order. For example, if the item is unavailable it may need to be voided. Employees will always have access to void their own line items; extra permission can be given to void others'.

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

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

Step 1: On your Certify homepage, click Purchasing.

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Step 2: Click Go to Purchasing.

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Step 3: This is your Purchasing dashboard. Click Purchasing.

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Step 4: In the Requisitions box, click Manage Requisitions.

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Step 5: This is the Manage Transactions screen. You can search for your Requisition by:

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  • 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 6: Click Search.

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Step 7: The search results that matched your search will appear under Matching Requisitions. To void a requisition, click Void.

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Step 8: This is the Void Requisition screen. Click the checkboxes to the left of the line items to select them to void.

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 Step 9: Comments are required when voiding a requisition. Enter them here.

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 Step 10: Click Void Requisition.

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Step 11: A confirmation will appear at the top of the screen that the transaction has been successfully processed.

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