Retracting a Purchase Requisition

Follow

Line items from Purchase Requisitions can be retracted and moved to the Submit Requisitions page, where the employee who submitted them can edit and resubmit them for an approval. Employees will always have access to retract their own line items; Void Transactions permission can be given to retract others'.

Please Note: Line items cannot be retracted if the purchase order has been generated.

This article will show you, a Purchasing Submitter, how to retractpurchase requisition.

Step 1: On your Certify homepage, click the Purchasing tab.

Retracting_a_Req_1.png

Step 2: Click Go to Purchasing.

Retracting_a_Req_2.png

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

Retracting_a_Req_3.png

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

Retracting_a_Req_4.png

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

Retracting_a_Req_5.png

  • 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 the SKU number.
  • Amount: Enter a range of the total cost of the item(s) in the requisition. 
  • Date Range: Enter a date range for when the requisition was created.

Step 6: Click Search.

Retracting_a_Req_6.png

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

Retracting_a_Req_7.png

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

Retracting_a_Req_8.png

Step 9: Enter a comment for the retraction. Comments are required.

Retracting_a_Req_9.png

Step 10: Click Retract Requisition.

Retracting_a_Req_10.png

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

Retracting_a_Req_11.png

Step 12: 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.

Retracting_a_Req_12.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request