You can close purchase requests in the Invoicing module from the Purchase Requests section in the Finance area.
How to close a purchase request
Note:
Where a purchase request has been assigned to an invoice, and the "Close on Approval" option has been selected when reviewing the invoice, the purchase request will automatically close once the invoice is approved.
The purchase request owner (i.e. the user who created and submitted the purchase request) can also close the request from their My Purchases area once it has been marked as accepted in the Finance area.
To close a purchase request manually in the Finance area, follow the steps below:
1. Go to Finance > Accepted (under the Purchase Requests heading).
2. Locate the purchase request you'd like to close, you can use the Filter option to help you.
3. Click the three dots icon and select Close from the drop-down.
4. In the pop-up window, enter the Reason for closing the purchase request and click Update.
Once closed, the purchase request will move to the Closed section under the Purchase Requests heading.
How to reopen a closed purchase request
If you close a purchase request by mistake or need to edit a closed purchase request, you can reopen the purchase request to move it back to the Accepted section, and assign it to an invoice if required.
To reopen a closed purchase request, follow the steps below:
1. Go to Finance > Closed (under the Purchase Requests heading).
2. Locate the purchase request you'd like to reopen.
3. Click the three dots icon and select Reopen from the drop-down.
4. In the pop-up window, enter the Reason for reopening the purchase request and click Continue.
Once reopened, the purchase request will move back to the Accepted section under the Purchase Requests heading.