5.6 Cancel Requisitions and Orders

If, after review, you decide that the document is not to be authorised or not required and you do not wish to return it to the requisitioner for updating, it can be cancelled.

5.6.1 Cancel a Requisition

A requisition can only be cancelled by the requisitioner themselves and therefore you will only be able to cancel your own documents. Approvers and Administrators are not able to cancel other users requisitions - they must be returned back to the requisitioner for cancellation.

From within the Requisition Approval Summary screen enter cancellation reason in the 'Comments/Feedback' text box and click on the 'Cancel Requisition' button. The message ‘Requisition Cancelled’ will be seen at the top of the screen and the audit trail updated accordingly. Use the ‘Back’ button to return to your To Do list where you may continue with further approval activities.

Cancelled requisitions will not be deleted from PECOS P2P but their status will be updated to ‘Requisition Cancelled’ and no further activities will be able to be performed. The only action that can be performed by the original requisitioner is to review the document details and copy them into a new shopping basket.

5.6.2 Cancel an Order Request

An order request can always be cancelled by the requisitioner themselves and therefore you will always be able to cancel your own documents. As an approver it is necessary to have 'Purchase Order Change' rights in order to be able to cancel other users order requests during the approval process. Administrators are able to cancel during the approval process if the 'Admin Order Cancellation' dynamic option is set for your organisation.

From within the Order Request Approval Summary screen enter a cancellation reason in the 'Comments/Feedback' text box and click on the 'Cancel Order Request' button. The message ‘Order Request Cancelled’ will be seen at the top of the screen and the audit trail updated accordingly. Use the ‘Back’ button to return to your To Do list where you may continue with further approval activities.

Cancelled orders will not be deleted from PECOS P2P but their status will be updated to ‘Order Has Been Cancelled’ and no further activities will be able to be performed. The only action that can be performed by the original requisitioner is to review the document details and copy them into a new shopping basket.