Dealing with documents rejected by an approver

If a document has been rejected by an approver it remains in the Register period. The document needs to be moved out of the Register period and cancelled.

If a document needs to be re-approved, you must re-enter it after the original document has been cancelled.

The non-order invoice has been rejected. This topic explains how to move the document out of the Register period and cancel it.

Cancelling a rejected document in the Register period

  1. Select Documents, then select Register Documents from the menu.

  2. The Move documents out of the Register window is displayed. Select Expand(+) to view the details of the applicable document. Check the User Field3 column to confirm the document has been rejected.

    If you are unable to see User Field 3 you can add it in by right-selecting on the column header row on the detail line. For more information, please see Customising Enquiry Displays.

  3. Select the applicable document, then select MOVE.

  4. The Move documents from register message is displayed advising the document has been moved to the books. Select OK to close the message and return to the previous screen.

  5. To view the document you have moved, select the applicable link in the Moved Documents panel.

  6. The Document Enquiry window is displayed. Select CANCEL DOCUMENT.

  7. The Cancel Document warning is displayed. Select Yes to cancel the document.

  8. The Document Cancelled dialog is displayed. Select OK to return to the Document Enquiry window.

The document is now cancelled. If the document needs to be re-approved, it must be re-entered as a new document.