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Reject a Managed Contract

Thu, 2011-02-03 17:51 — rnur

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(By default, you will be in Search Mode.)

Rejecting a Contract will prevent it from being included in the System as Approved.  The conditions of a Rejected Contract do not take effect.

To REJECT an Approval Request for a Managed Contract, follow the steps below:

  1. OPEN the Contract you wish to Reject.

Note: By default, users with authority to Reject a Contract will receive an Internal Message:

  • Open the message by selecting it; this will open a new window:

  1. Select the Lookup   icon on the new window to locate the Managed Contract you wish to Reject.

Or, you can navigate to the module and search for the Managed Contract you wish to Reject.  To do this, go to Step 3 below.

  1. Find the Contract which you would like to change status to Rejected (see details in Searching for Records or Elements in the APPENDIX). 

Note: In order to Reject a Managed Contract, Managed Contract status must be Approval Requested.

Note: Once Contract has been Rejected, the Contract status will change to In Preparation (refer to Workflow Transitions for Managed Contracts for more information).

  1. Select Reject from the drop down list in the Transition field:

  1. A Transition window will be displayed confirming the Transition.  Add a description in the Step Note in the Transition window:

  1. Click on the Finish icon to complete the Transition transaction, or click the Discard  icon to abort the Transition.
  2. Upon clicking the Finish icon a window will be displayed confirming the Managed Contract Workflow Transition was executed:

  1. Click OK on the Workflow Transition Executed window.  The Managed Contract status is now set back to In Preparation: