Returning, Forwarding, and Rejecting Requisitions
Step / ActionIf a change needs to be made to a Requisition, it is a good idea for the Approver to choose the Return to Requisitioner option to allow it to be changed rather than rejecting it, which will completely cancel the order and make the user start over.
To perform any of these three actions, you first need to assign the Requisition to yourself to avoid multiple people acting on the same Requisition.
In the case of a Returned Requisition, once the Requisitioner has made the requested change and resubmitted the Requisition, it will go back into the shared folder for all Approvers to view.
Since it will be designated as a "Resubmitted Requisition,” if another Approver is acting upon it, they should first view the Comments to see what change was requested, and then validate that the change has been made.
To perform any of these actions, begin by navigating to theMy Approvals page (Path: In the icon ribbon to the far left of any BuyWays page, select the Orders & Documentsicon , then Approvals/My Approvals):
Step / Action
Make sure that the Filter option to the left of the resulting page is set for Requisitions:
Returning the Requisition to the Requisitioner:
Click on the desired requisition ID number to open the requisition:
Click the Available Actions dropdown arrow and select the Assign to myself option, if you haven’t already done so:
Click the button.
Go back to the Available Actions dropdown arrow and select the Return to Requisitioner option:
Click the button.
Enter an explanation for the return into theReason for returnfield:
Example:"Please address the non-catalog issues" or "Non-Catalog issues need to be addressed".
Click the Return to Requisitioner button.
You have successfully returned a Requisition to the Requisitioner!
Forward the Requisition to another Approver:
Click the Available Actions dropdown arrow and select the Forward to option
Click the button., and in User Search locate the name of the Approver to whom you want to send the requisition. Note that the approver must be set up in BuyWays with the Approver role, or their name will not appear in the search results:
Click the [select] link to the far right side of the page:.
Enter the desired information into theMessagefield and click the Forward button:
Entera valid valuee.g."This requisition needs your technical review.”
Note that if the Approver to whom you forward the requisition actually approves the requisition, it will satisfy the need to approve at your level and will not go back to your workflow. You must instruct the Approver to forward it back to you when (s)he finishes with the review if you wish to approve it.
Rejecting Requisitions:
If you feel an entire order or a line item in the order should be canceled, you can choose to reject the Requisition or line item.
NOTE: If the approver enters a rejection note, this information will be sent with the rejection email to the Requisitioner. The requisition will be deleted and will not be available for editing. Use the Rejection action with caution.
A Requisition must be assigned to you in order to reject it. See Step 4.
Click the Available Actions dropdown arrow and select the Reject Requisition option:
Click the button.
Enter the desired information into thePR Reject Reasonfield.
Entera valid valuee.g."This is an invalid order".
Click the Reject Requisition button.
Congratulations! You have successfully completed returning, forwarding, and rejecting requisitions.
End of Procedure.
Updated for the Phoenix View, 01.13.14 / Page 1