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 AP.
Step 2: Click Go to AP.
Step 3: This is your Certify AP dashboard. Click Purchasing.
Step 4: In the Requisitions box, click Manage Requisitions.
Step 5: This is the Manage Transactions screen. You can search for your 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 6: Click Search.
Step 7: The search results that matched your search will appear under Matching Requisitions. To void a requisition, click Void.
Step 8: This is the Void Requisition screen. Click the checkboxes to the left of the line items to select them to void.
Step 9: Comments are required when voiding a requisition. Enter them here.
Step 10: Click Void Requisition.
Step 11: A confirmation will appear at the top of the screen that the transaction has been successfully processed.