You can close purchase requests in the Invoicing module from the Purchase Requests area in Finance.
How to close a purchase request
Notes:
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, complete the following steps:
1. Go to Finance > Accepted (under the Purchase Requests heading).
2. Click on the purchase request line to expand it.
Note: To locate the purchase request you can click on the blue Filter icon and use the Filter options available.
3. Click Close.
4. In the Close confirmation box, enter the reason for closing the purchase request and click Continue.
5. The purchase request will now move to the Closed section of the Purchase Requests area.
How to reopen a closed purchase request
If you close a purchase request by mistake or need to make a change, 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, complete the following steps:
1. Go to Finance > Closed (under the Purchase Requests heading).
2. Click on the purchase request line to expand it.
Note: To locate the purchase request you can click on the blue Filter icon and use the Filter options available.
3. Click Reopen.
4. In the Reopen confirmation box, enter the reason for reopening the purchase request and click Continue.
5. The purchase request will now move back to the Accepted section of the Purchase Requests area.