Close a Requisition from the Req Recon Workbench

In this topic you will learn how to Close a Requisition from the Req Recon Workbench.

You can search for an existing Workbench ID by clicking the Search button. If you do not have an existing Workbench ID, you must add one.

NOTE: The Workbench ID is a run control for accessing the Process Scheduler.

Unlike other processes where a run control is unique to a user, this process stores everyone's run controls. It is important that you add a new run control that is unique. If you use an existing run control, you could possibly have pre-defined parameters that do not meet your need and you will not retrieve the desired results.

Enter your search criteria. In most situations you will be reconciling a single requisition.

NOTE: At minimum the Requisition, Requisition To, Accounting Date, and Accounting Date To fields must be populated.

Enter the desired information into the Description field. Enter "CLOSE REQUISITION".

NOTE: The Status = Approved and the Budget Status = Valid.

The requisition is qualified for closing. The Accounting Date of Action is the current date.

If the requisition is Not Qualified, you can click the Log button to determine why. Below are examples of messages that you might receive when clicking the Log button. Requisitions with these messages can be overridden and closed:

The Requisition may not be closed because it has not been fully sourced.

The Requisition is associated with a Purchase Order that has not been closed.

The Requisition is associated with a PO that has been closed or canceled but not budget checked.

You are returned to the Reconciliation Workbench. The Status now is Complete and the Budget Check is Not Chk'd.

The Requisition must be Budget Checked when it is closed or canceled. Navigate to:

Purchasing > Requisitions > Budget Check

NOTE: The pre-encumbrance will not be reversed until the requisition is budget checked.

Close a Requisition from the Req Recon Workbench

This completes Close a Requisition from the Req Recon Workbench.

Enter your search criteria. In most situations you will be reconciling a single requisition.

NOTE: At minimum the Requisition, Requisition To, Accounting Date, and Accounting Date To fields must be populated.

Enter the desired information into the Description field. Enter a valid value e.g. "CLOSE REQUISITION".

The requisition is qualified for closing. The Accounting Date of Action is the current date.

Click the Purchasing link.

Click the Requisitions link.

Click the Reconcile Requisitions link.

Click the Reconciliation Workbench link.

Click the Add a New Value link.

Enter the desired information into the WorkBench ID field. Enter

a valid value

e.g.

"KOCLOSEREQ"

Click the Add button.

Enter the desired information into the Requisition field. Enter

a valid value

e.g.

"0037110"

Enter the desired information into the To field. Enter

a valid value

e.g.

"0037110"

Enter the desired information into the Accounting Date field. Enter

a valid value

e.g.

"070111"

Enter the desired information into the To field. Enter

a valid value

e.g.

"063012"

Click the Search button.

Enter the desired information into the Description field. Enter

a valid value

e.g.

"CLOSE REQUISITION"

Click the 0037110 option.

Click the Close button.

Enter the desired information into the Accounting Date for Action field. Enter

a valid value

e.g.

"091511"

Click the Yes button.