Enhanced interface

Resubmit a declined Purchasing transaction

When an approver declines a purchasing transaction, the submitter or another user with the appropriate permissions can:

Edit the declined purchasing transaction and resubmit it for approval.
Delete the declined purchasing transaction.

View declined comments

When a purchase transaction is declined, the approver can enter reasons for declining approval. Depending on the reasons, you can fix the issue and resubmit the transaction for approval.

If email notifications are enabled in the Approvals section of the Configure Purchasing page, you receive a notification email when a transaction has been declined. The email includes any declined comments. Alternatively, you can also view the declined comments in the transaction's Approval History.

Subscription	Purchasing
User type	Business Employee Project Manager Warehouse
Permissions	Purchasing Transactions: List and View

Go to Purchasing > All > Other transaction activity > View transactions. The list of purchasing transactions appears.
Enter Declined in the State column to filter for declined transactions.
Select Edit or View next to the applicable transaction.
Select the History tab.
Select the Approval history link.
The Purchasing Document Approval History for <purchasing transaction> page appears in a pop-up window. Enlarge the pop-up window or use the scroll bar to view the comments.

Edit and resubmit a declined transaction

The submitter of the transaction or another user with the appropriate permissions can edit a declined purchasing transaction. The Submit button appears in the declined purchasing transaction in Edit mode so that the transaction can enter the approval cycle again.

If the Edit policy of the transaction definition is set to "No edit", you cannot edit the transaction. In this scenario, change the Edit policy on the transaction definition or delete the transaction and create a new one.

Subscription	Purchasing
User type	Business Employee Project Manager Warehouse
Permissions	Purchasing transactions: List, View, and Edit

Go to Purchasing > All > Other transaction activity > View transactions.
Select Edit next to the declined transaction.
Change the information that needs modification.
Select Submit. The transaction enters the approval cycle. In the Transaction List page, the Edit link disappears next to the transaction and the State changes from Declined to Submitted.

Learn more about editing purchasing transactions.

Delete a declined transaction

If a declined purchasing transaction will never be approved, you might want to just delete it.

Subscription	Purchasing
User type	Business Employee Project Manager Warehouse
Permissions	Purchasing transactions: List, View, and Delete

Go to Purchasing > All > Other transaction activity > View transactions. The list of purchasing transactions appears.
Select the checkbox in the Delete column next to the declined transaction.
Select the Delete button. The transaction is removed from the system.

Learn more about deleting purchasing transactions, including the conditions under which you might not be able to delete a transaction.