Purchase requisition Cancel and delete status by System admin

  • Purchase requisition Cancel and delete status by System admin

    Posted by nazimlalji@hotmail.com on December 15, 2020 at 2:19 pm
    • Najeem JanatAli

      Member

      December 15, 2020 at 2:19 PM

      Hi All

      Its a year end and one of task which have to run on behalf of business team is to clean up Purchase requistions in draft and in review status.

      Since the requester and the reviewer can recall and delete.Ā 

      Is there a way that system admin can recall and delete, please advise

      thanks and kind regards

    • Wes Burke

      Member

      December 15, 2020 at 4:30 PM

      Hi Najeem,

      We use AX 2012, and as a system administrator you can go to the Area Page under the Home module, and under Inquiries, Workflow go to Workflow History.Ā  From that screen you can change the status filter to Pending to find all in review documents, and use the filter by grid on the Document column to find the purchase req that you wish to recall.Ā  Once you have found it, you can select it and click the Recall button just above the grid.

      Hope that helps!

      Wes

      ——————————
      Wes Burke
      Senior Business Intelligence Analyst
      VT Miltope
      Hope Hull AL
      ——————————
      ——————————————-

    • Najeem JanatAli

      Member

      December 16, 2020 at 1:51 PM

      Thanks Wes

      Able to Cancel the PR.Ā 

      Under the home area status is Workflow Canceled. However under the PR list page its status is in Draft. Since only requester can delete, is there is a way system admin can delete those PRs

      Please advise

      Thanks and kind regards——————————————-

    nazimlalji@hotmail.com replied 4 years, 8 months ago 1 Member · 0 Replies
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