Note: Only the user who submitted the purchase request can delete it from the My Purchases area; this cannot be deleted from Finance.
The steps below demonstrate how to move the 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 area in My Purchases 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. Click on the purchase request line to expand it. You can use the blue Filter option to help locate the purchase request.
3. Click Reject.
The purchase request will then return to the user's Draft area in My Purchases 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. Click on the purchase request line to expand it. You can use the blue Filter option to help locate the purchase request.
3. Click Unaccept.
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 area in My Purchases 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. Click on the purchase request line to expand it. You can use the blue Filter option to help locate the purchase request.
3. Click Reopen.
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 area in My Purchases.
