Undoing an Approval for a PO Line

You may have times when you need to make changes to a PO line after approval that require you to undo the approval action. (For example, before you can remove an item from a PO line, you must first undo the approval for the PO line.)

To do this task, your passkey must allow you to undo PO line approvals. To make other changes to a PO line without undoing the approval requires an additional passkey. (For more information on passkeys, see “Security” in the Acquisitions Setup Guide.)

Effects

Horizon deletes the approval date for the PO line item.
Horizon writes an Undo PO line approval activity in the PO Line Item History.
Horizon undoes the approval.

Constraints

Horizon will not undo the approval if you have done any other PO line activity (such as receive quantities for a PO line) after the PO line was approved. You must first undo the PO line activity to undo the approval.

To undo an approval for a PO line

1 Open the purchase order that contains the PO lines for which you want to undo approval.
2 Highlight the PO line or lines you want.
3 Choose PO Line, Undo, Approve.

Horizon prompts you to confirm the action. If there are other activities that have taken place for the PO line since the PO line approval, Horizon displays a message. (For more information on this message, see Error Messages.)

4 Click OK.

Horizon undoes the approval. You can now edit the information for the PO line.

 


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