Declined

Overview:

This section allows you to view all Purchase Requests that have been declined as well as print a listing of declined items.

Note:  Once a purchase request has been declined, it is not possible to restore it for re-approval.  In this case, you must open a new purchase request for approval.

1. Ribbon Toolbar:

The Declined Item's ribbon toolbar will present several tabs with varying options to address requests that appear in this view.

Items Declined Tab

Preview Pane:

This section allows you to select how you would like to view Declined Item List and the Declined Item Detail.  You can select from the following:

• Right: View the Declined Item Detail in a panel to the right-hand side of the Declined Item List.

• Grid Only: View only the Declined Item List.

• Recent Updates First: View most recent updates of the request in the preview pane.

• Chronological Order: View updates to a request in the order in which they were inserted.

Default Settings

• Set Current View as Default: Make a customized view the default view for the Declined Items window.

• Restore System Defaults: Set the default view to the original system view.

Request Tab

Insert

• Memo: Insert a memo into a request.

• Attach File: Add an attachment.

• Rating: Provide an Approval Rating for this request.

Change Property

• Title: Modify the title of a request.

• Requester: Change the user requesting service.

• Request Type: Select a different request type if other types have been created using User Defined Fields.

Move To

• Queue Folder: Forward this request to a Queue folder.

• My Service: Move this request to your In Service folder.

• Another Rep’s Service: Move this request to another Support Rep’s In Service Folder.

• Dispatch: Moves this request to in Dispatch.

• Close: Close the request in view.

Schedule

• Begin Work: Specify when this request should be addressed.

• Due By: Set a different Due Date for this request.

• Reminder: Set a reminder for a future date or time. For more information please see Reminders.

Set Importance

• Urgency: View the urgency of a request as set by the requester.

• Priority: Set the internal priority of this request.

Edit Memo

• Edit Memo: Edit text, time code information or time worked for existing memos in this request. For more information, please see Edit Memos.

Automatic Email Update

• Updates: Turn email updates on or off for this request.

• To: Select the recipients of the email update.

• Content: Specify whether to send the request history or the current memo of the request.

For more information please see Automatic Email Updates.

Communication

• Send Email: Send an email from the request.

• Quick Message: Send a message as part of a thread from the request.

2. Declined Item Listing:

This section allows you to view a listing of all Purchase Requests that have been declined.

3. Declined Item Details:

This section displays Purchase Request details for the request selected in the Declined Item Listing section.

This pane contains two tabs:

• Transaction Tab: Here you will find a listing of the memos showing all of the activity for the selected request.

• Properties Tab: This section shows you all the general information about the request.

Note: An Attachments tab will also appear if attachments have been made to a request.

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See Also:

Adding a New Purchase Request

Approve Purchase Requests

Ordered Purchase Requests

Purchase Requests Awaiting Approval