Recall a submitted AP purchase invoice

Recall a submitted AP purchase invoice to remove it from the approval process and return it to a draft state. You can then edit the AP purchase invoice and resubmit it for approval.

Recall a submitted AP purchase invoice

Subscription

Accounts Payable

Regional availability

All regions
User type

Business
Permissions

AP purchase invoices: List, View, Edit
Configuration

Configured for AP purchase invoice approval

  1. Go to Accounts Payable > All > AP purchase invoices.

  2. Find the AP purchase invoice that you want to recall.

  3. Select More actions > Recall at the end of the row.

    You can also select Recall when you view the AP purchase invoice detail.

  4. To update the AP purchase invoice: Select Edit at the end of the row.

  1. Go to Accounts Payable > All > AP purchase invoices.

  2. Find the AP purchase invoice you want to recall in the list.

  3. Select the Recall link at the end of the row.

    You can also select Recall when you view the AP purchase invoice detail.

  4. To update the AP purchase invoice, select Edit on the same row.

You can now make any necessary corrections and re-submit the AP purchase invoice when ready.

What happens when you recall an AP purchase invoice

  • The AP purchase invoice returns to Draft status.

  • Approvers are notified that the AP purchase invoice was removed from the approval queue.

  • The original submit action is removed from the approval history.

When you cannot recall an AP purchase invoice

  • The AP purchase invoice has already been approved or partially approved.

  • You do not have permission to edit AP purchase invoices.

  • You are not working in the entity where the AP purchase invoice was created.

  • The AP purchase invoice was created from a customer refund.

  • AP purchase invoices containing billed line items cannot be recalled.