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[ Ben Financials ]

SCENARIOS FOR HANDLING A REJECTED PURCHASE ORDER

For detailed instructions click on the Scenario # SCENARIO #1
PO has been rejected back othe Buyer with a change required other than to the Original GL Account Code Combination.
SCENARIO #2
PO has been rejected back othe Buyer and a change is required to the Original GL Account Code Combination OR the Purchase Order is no longer needed.
Step 1 Buyer receives Rejected Purchase Order notification Buyer receives Rejected Purchase Order notification
Step 2 Buyer opens the notification and clicks the 'Open Document' link Buyer opens the notification and clicks the 'Open Document' link and makes a note of the Requisition #.
Step 3 The Purchase Order is opened in BEN Financials The Purchase Order is opened in BEN Financials
Step 4 Important - For all Purchase Orders created after Friday May 15 2015, please select Tools then Unreserve prior to making any changes Important - For all Purchase Orders created after Friday May 15 2015, please select Tools then Unreserve prior to deleting the Purchase Order
Step 5 Buyer can make changes required on the Purchase Order Buyer deletes (Edit > Delete, OK) the Rejected Purchase Order, then clicks the Save Disk Icon to save changes
Step 6 Check Funds (Tools > Check Funds) Buyer navigates to the Return Requistion form
Step 7 Save Record (File > Save) Enter the Requisition # noted earlier and click [Find]
Step 8 Re-Submit the Purchase Order for Approval Mark the Requisition to be returned. Click Tools > Return Requisition and enter a Return Reason. **The return action relieves the Requisition Encumbrance and allows the Requisitioner to take action on the Req**
Step 9 N/A Requisitioner receives an FYI notification that the Requisition has been returned
Step 10 N/A From the Requisition tab the Requisitioner can do one of the following:
Change – Access the requisition (Req Status = Returned) and change the original GL account code combination.
Cancel - Access the requisition (Req Status = Returned) and cancel it.
Take No Action – Since the Return action in Step 7 relieves the requisition encumbrance the requisitioner is not required to Cancel the Requisition but the return notification will remain.
For detailed instructions on the above options please use the below links:
Scenario #1: Rejected PO Handling Scenario #2: Rejected PO Handling
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Fast Facts


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