Permissions and approval workflows

Reject a purchase record

Record a rejection and reason where the workflow prompts for it. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: Administrator or relevant status capabilityModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → open pending record → Reject

Before you start

Use an account with Administrator or relevant status capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Record a rejection and reason where the workflow prompts for it. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → open pending record → Reject.
Go to the record and review the current status, approval chain and supporting files.
Select the supported status, approval, confirmation or signature action.
Provide the required reason, decision, signature or attachment when prompted.
Submit once and verify the new status, approval entry, notification and locked/unlocked actions.

Fields and options to review

Approval setupName, related transaction type, approval type and approver rows/conditions.

DecisionCurrent approver, decision, reason, signature/upload and notification.

Rules the system enforces

Record access does not automatically grant the dedicated change-status capability.
The module supports configured approval routes for purchase requests, orders, returns and FAF flows.

How to confirm it worked

The supported reject a purchase record flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

Was this guide useful?Your response is stored only in this browser.