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
-
Select Documents, then select Register Documents from the menu.
-
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.
-
Select the applicable document, then select MOVE.
-
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.
-
To view the document you have moved, select the applicable link in the Moved Documents panel.
-
The Document Enquiry window is displayed. Select CANCEL DOCUMENT.
-
The Cancel Document warning is displayed. Select Yes to cancel the document.
-
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.