Line items from Purchase Requisition can be retracted back to the requisition submitter as In-Progress, where they can edit and resubmit them for an approval. Employees will always have access to retract their own line item; a Void Transactions permission can be given to the user to retract others' in the company.
Please Note: Requisitions cannot be retracted if the Purchase Order has been generated.
This article will show you how to retract the requisition.
Step 1: Go to Purchasing tab.
Step 2: Under the Requisitions section, Click Manage Requisitions.
Step 3: This is the Manage Transactions page. You can search your Requisition by:
- Requisition Title
- Vendor
- Product Description/SKU
- Amount
- Date Range
Step 4: Click Search.
Step 5: The search result will appear under Matching Requisitions. To retract a requisition, click Retract.
Step 6: Click the checkboxes to the left of the line items to select them to retract.
Step 7: Enter a Comment for the retraction. This is a required field.
Step 8: Click Retract Requisition.
Step 9: A confirmation message will appear.
