You can accept or unaccept purchase requests in the Invoicing module from the Purchase Requests section in the Finance area.
How to accept a purchase request
To accept an approved purchase request, follow the steps below:
1. Go to Finance > Approved (under the Purchase Requests heading).
2. Locate the purchase request you'd like to accept, then click the purchase request line to expand it and review the details.
3. Click the three dots icon and select Accept from the drop-down.
Note: Before accepting the purchase request you also have the following options:
Edit - make any adjustments to the purchase request before accepting it.
Assign Supplier - if a supplier has not yet been assigned to the purchase request, you can assign the supplier. A supplier must be assigned to the purchase request before it can be accepted.
Reject - reject the purchase request to send it back to the user with a comment so they can make any adjustments as required before re-submitting the request.
View History - view the history of the purchase request.
Invoices - view any invoices associated with the purchase request.
4. Click Continue in the pop-up window to confirm acceptance of the selected purchase request.
Once accepted, the purchase request will move to the Accepted section under the Purchase Requests heading.
How to unaccept a purchase request
If you need to edit an accepted purchase request, you can unaccept it. To unaccept a purchase request, follow the steps below:
1. Go to Finance > Accepted (under the Purchase Requests heading).
2. Locate the purchase request you'd like to unaccept.
3. Click the three dots icon and select Unaccept from the drop-down.
4. Click Continue in the pop-up window to confirm you want to undo acceptance of the selected purchase request.
Once unaccepted, the purchase request will move back to the Approved section under the Purchase Requests heading.