Undoing an Approval for a Statement

You may have times when you need to make changes to a statement after approval. Certain changes require you to undo a statement approval. These include changing statement total amounts, currencies, extra charge types, budgets, and budget amounts as well as non-title statement amounts, currencies, budgets, and budget amounts.

You must be allowed to undo statement approvals in your passkey. (For more information on passkeys, see “Security” in the Acquisitions Setup Guide.)

Effects

Horizon deletes the approval date for the statement.
If funds have been expended, Horizon will unexpend and re-encumber funds.
Horizon removes the title from the Titles by Budget report, since funds are no longer encumbered or expended for the line.
Horizon undoes the approval.

Constraints

Horizon will not undo the approval if you have done any other statement activity (such as generate a voucher or add an invoiced line to a supplemental invoice) after the statement was approved. You must first undo the statement activity to undo the approval.

To undo an approval for a statement

1 Open the statement you want to undo approval for. (If you want, you can highlight multiple statements.)

Horizon displays the Statement window.

2 Choose Statement, Undo Approve Statement.

Horizon prompts you to confirm the action.

3 Click OK.

 

 

 


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