Concur Invoice Standard Edition End User Help

Send Back a Purchase Request

You can send back a purchase request prior to transmittal to the vendor to remove a purchase request from its workflow for additional review, correction of the associated purchase request amount or cost object, or to amend some additional items to the purchase request.

When a purchase request is sent back to the requester, the assigned purchase request number is voided, the original associated request item(s) are made read only, and a new, duplicate purchase request is created with a status of Sent Back to Employee that includes the original items and allocations that were part of the now retired purchase request. An indicator is also added to the new purchase request to show it was generated based on a now-invalid purchase request.

Finally, an email notification is generated and sent based on the purchase request email notification settings for the requestor.

To send back a purchase request:

  1. On the Requests Pending your Approval page, select the purchase request you want to send back by clicking its check box.
  2. Click Send Back.
  3. In the Send Back Purchase Request window that appears, enter a comment about why you want to send back the purchase request, and then click OK.