Purchase requests can only be deleted by the user who submitted the purchase request from their My Purchases area; purchase requests cannot be deleted directly from the Finance area.
To remove a purchase request from the Finance area, see each section below for steps on how to move a purchase request through the system to enable the user to delete it.
Purchase requests with an awaiting approval status
Where a purchase request has an Awaiting Approval status, the user will need to either recall the purchase request or the approver will need to reject the purchase request.
Once the purchase request has been recalled or rejected, it will return to the user's Draft section in their My Purchases area, where it can be deleted.
Purchase requests with an approved status
Where a purchase request has an Approved status, a Finance user will need to complete the following steps:
1. Go to Finance > Approved (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and then select Reject from the drop-down.
4. Enter a Reason for rejecting the purchase request and click Continue.
The purchase request will then return to the user's Draft section in their My Purchases area, where it can be deleted.
Purchase requests with an accepted status
Where a purchase request has an Accepted status, a Finance user will need to complete the following steps:
1. Go to Finance > Accepted (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and then select Unaccept from the drop-down.
4. Click Continue to confirm unacceptance of the purchase request.
The purchase request will then return to the Approved section where the steps above will need to be completed to Reject the purchase request. Once rejected, the request will return to the user's Draft section in their My Purchases area where it can be deleted.
Purchase requests with a closed status
Where a purchase request has a Closed status, a Finance user will need to complete the following steps:
1. Go to Finance > Closed (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and then select Reopen from the drop-down.
4. Enter a Reason for reopening the purchase request and click Continue.
The purchase request will then return to the Accepted area, where you'll be able to follow the steps above for the Accepted and Approved sections so the user can delete the purchase request once it returns to their Draft section in their My Purchases area.