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
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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