SCENARIO #2: PO has been rejected back to the 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
Step 2 - Buyer opens the notification and scrolls to the bottom of the screen and
clicks the ‘Open Document’ link
• Note: Write down the Requisition Number, it will be needed in Step 6
1
Step 3 – The Purchase Order is opens in BEN Financials
2
Step 4 – The Buyer Unreserves the rejected Purchase Order by selecting the
Tools>Unreserve from the menu bar
Select “Use Document GL Date to Unreserve” and click OK
3
Once completed you will see this message:
4
Step 5 – The Buyer Deletes the rejected Purchase Order by selecting the
Edit>Delete from the menu bar
Click OK to delete the record and remember that once you delete a Purchase Order you
will no longer have the ability to query the PO in BEN Financials.
Be sure to ‘Save’ record by selecting File>Save or selecting the disc icon from the
menu bar. Close the blank Purchase Order window by click on ‘x’ at top right
5
Step 5 – From PO Manager responsibility navigate to ‘Return Requisition’ form
(Double Click to open)
Step 6 – Find the Requisition to be returned. Enter the Requisition # and click Find (the
Req # that was recorded in Step #2)
6
Step 7 – Select all the lines of the Requisition to be ‘returned’ by clicking in the box next to
the Requisition number
Then select Tools > Return Requisition and enter a Return Reason and click OK - The
requisition return action relieves the Requisition Encumbrance
7
Step 8 - Requisitioner receives an FYI notification that the Requisition has been returned
(Navigate to the Requisitions Home Page)
Step 9 – Requisitioner clicks on the Requisition # that has the ‘Returned’ status and
selects one of the 2 options for the Requisition:
A. Change – Change the Requisition and re-submit
B. Cancel – Cancel the Requisition OR
C. Take No Action - If the requisition was returned only for the purpose of relieving
the Requisition Encumbrance then the Requisitioner is not required to take any
further action
8
Cancel Requisition
button permanently
cancels the Requisition
Change button allows the
user to change the
Requisition and re-submit