Reject Purchase Order Authorization Step

Explanation

This activity is used to reject a selected authorization step of a purchase order. The rejection follows similar rules to authorizing a step e.g. you can only reject an authorization step that you are able to authorize and you can only reject the next step if the previous has been authorized. Information about the rejection is stored on the purchase order and remains there until you release the purchase order again and retrieve new authorization steps. Information about all rejections that have been done against a purchase order is also displayed in the Purchase Order/Order History tab. You can follow up the rejected purchase orders by monitoring them in the Overview – Purchase Orders window.

Prerequisites

• The person who rejects a step must exist as a purchasing authorizer.

System Effects

• When an authorization step is rejected all authorization lines related to the purchase order will be deleted.

Window

N/A

Related Window Descriptions

Reject Authorization Step

Procedure

1. Open the Purchase Order/Authorization tab or the Overview – Purchase Order Authorization window and select the authorization step you wish to reject.
2. Select the Reject Authorization option from the right mouse button menu option to open the Reject Authorization Step dialog box.
3. Enter or select the reject reason in the Reject Reason ID field. You can use the List of Values to select an appropriate value.
4. If the reject reason description is insufficient,  you can enter an additional note in the Reject Note field to explain it more.
5. Click OK.