Before following the steps below, please be advised that deleting a Purchase Request cannot be reversed and so the permissions should only be given to trusted users.
Permissions are granted on a security profile basis, so please be aware that all users in the chosen profile will be affected.
To be able to cancel a Purchase Request, you need to first grant permission:
Log in to FinOps Administrator
Click System Control, Security Profiles
Select the profile you want to give permission to and click Edit
On the Security tab, on the left, double-click Forms
Click Purchase Requests Options
Double-click the red cross next to Allow Purchase Requests to be Cancelled to turn it to a green tick.
Click OK to save.
Users will then be able to browse to a posted Purchase Request on the FinOps website and should see the Cancel button at the top of the window. Once this is clicked, the transaction status will change from Posted to Cancelled.
To be able to delete a cancelled Purchase Request, you need to grant a second permission:
Log in to FinOps Administrator
Click System Control, Security Profiles
Select the profile you want to give permission to and click Edit
On the Security tab, on the left, double-click Forms
Click Purchase Requests Options
Double-click the red cross next to Allow Deletion of Cancelled Purchase Requests Records to turn it to a green tick.
Click OK to save. Users will now be able to view the list of cancelled Purchase Requests, highlight one and click Delete at the top of the screen. As mentioned above, this process is irreversible.