Cancel a Requisition from the Req Header

In this topic you learn how to Cancel a Requisition from the Req Header.

A warning message displays.

Enter the desired information into the WorkBench ID field. Enter "KOCLOSEREQ".

NOTE: 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 needs and you will not retrieve the desired results.

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

A warning message displays.

You are returned to the Reconciliation Workbench page. The Status is now Complete.

NOTE: If you want to reconcile another requisition, click the Select Filter Options link.

You are returned to Requisition Header page.

NOTE: The Status is now Cancelled and the Budget Status is Not Chk'd.

The requisition must be Budget Checked again. Navigate to:

Purchasing > Requisitions > Budget Check

Once the Budget Check is complete, navigate to the Reconciliation Workbench as follows:

Purchasing > Requisitions > Reconciliation Workbench

NOTE: The Status is Cancelled and the Budget Check is Valid.

The Accounting Date for Action is the current date.

Cancel a Requisition from the Req Header

This completes Cancel a Requisition from the Req Header.

Enter the desired information into the WorkBench ID field. Enter a valid value e.g. "KOCLOSEREQ".

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

Click the Purchasing link.

Click the Requisitions link.

Click the Add/Update Requisitions link.

Click the Find an Existing Value link.

Enter the desired information into the Requisition ID field. Enter

a valid value

e.g.

"0036977"

Click the Search button.

Click the Cancel graphic.

Click the Yes button.

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.

"0036977"

Enter the desired information into the Requisition To: field. Enter

a valid value

e.g.

"0036977"

Enter the desired information into the Accounting Date field. Enter

a valid value

e.g.

"070111"

Enter the desired information into the Accounting Date 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 REQUISITIONS"

Click the 0036977 option.

Click the Close button.

Click the Yes button.

Click the Home link.

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

"083111"