How do I delete a Requisition in Approved status?

The Approvable Edit Rule needs to be configured with Action set as Edit With Resubmit to delete a Requisition stuck in Approved status. Once this Edit Rule is triggered, system will retrigger the workflow and will resubmit the Purchase Requisition(PR) which will set the status to Submitted.

You can configure the Edit rule by following these steps:

1. Click Manage > Approval process > Search for Active Requisition approval flow> Edit > Approval Edit rules.
2. Click Create New.
3. Create a title for the rule, and add a Rule Description.
4. Click the down arrow to the right of All Are True, and click Predefined Condition.
5. Select User in Group from the System Condition pull-down menu.
6. Select the Customer Administrator group from the Group pull-down menu, and click OK.
7. Select Edit With Resubmit Action from the corresponding pull-down menu. Edit With Resubmit allow users in this group to resubmit the approval process.
8. Click Move Up and set it as the first Edit Rule.
9. Click Check In or Check In and Activate to submit your newly created rule.

To bring the Requisition back to Composing, follow the below steps:

1. Sign in to the system with Customer Administrator permission
2. Search for the affected PR
3. Click on Edit > Change any value on PR line item
4. Click Save > Submit
5. Requisition will now retrigger the Approval flow and will move it to Submitted Status
6. You need to Act as the Preparer/Requester
7. Open the PR
8. Click Withdraw
9. Click Undo Changes/Delete

The mentioned steps are not mandatory if you already have an Approval Edit Rule with Edit With Resubmit Action. You need to edit the Requisition in such a way that this Rule is triggered and Requisition moves to Submitted status. The above configuration will always Resubmit the Requisition when a Customer Administrator edits the same.

Also, this is not applicable for Aggregated Requisitions and PR stuck in Approved status due to ERP push error. Please don't use this when a requisition is stuck due to RTBC connection errors.

Core Procurement > Core Administration > Approval Flows
Purchasing > Requisitioning