We’ve added a new Work Area in the upcoming release of SpendMap to help you manage your Requisitions that were rejected during the approval process.
Unlike previous versions of SpendMap which offered separate utilities/tools to modify, cancel or remove line items from rejected requisitions, with the new Rejected Requisition Work Area you can do everything in one place.
Getting to your Rejected Requisition Work Area
Just use the following menu option or toolbar button or you can get to the new Work Area by way of the Task List hyperlink. If you receive Email Notifications when your requisitions are rejected, there will also be a hyperlink in the email to bring you right into the new Work Area…
The Rejected Requisition Summary Screen lists all types of requisitions that may have been rejected, including a summary of approved, rejected and pending items…
Just click through a requisition to see the details.
Your Options in the Rejected Requisition Work Area
Use the buttons at the bottom of the screen to manage your rejected requisitions. Note that the old/separate utilities are still available if you prefer using them…
Cancel Entire Requisition
Tired of the whole thing? Just click the [Cancel Entire Requisition] button. If you prefer, you can still use the old “Cancel Entire Requisition” utility.
Cancel Certain Lines
You can remove just the rejected line items from the requisition and allow the remaining items to move forward through the approval process. Just use [Delete Item], which is the same as the old “Cancel Selected Lines” utility.
Make Changes to the Requisition
Click [Modify Requisition] to make changes to the rejected lines or other items on the requisition and resubmit for approval (i.e. try again). This is an alternative to cancelling the requisition and reloading it back into your New Requisition Work Area. Any items that you modify will start the approval process over again but any items that you leave alone will not be affected.