Placing a Requisition On Hold

To place a requisition on hold from further processing, select the Hold From Further Processing check box on a requisition using the Maintain Requisitions - Requisition page. Once you place a requisition on hold, PeopleSoft Purchasing prevents you from doing the following at all levels of the document:

Approving a requisition.
Canceling a requisition.
Closing a requisition.

You will not be able to delete a requisition at the header level, but row level deletions are permitted.

In addition, if you have indicated hold from further processing on a requisition, you will not be able to source that requisition to a purchase order or a request for quote.

Note: All buttons on the requisition will be grayed out (not available) except for the Budget Check, Create Header Change, and Create Line Change buttons.

Budget Checking a Requisition On Hold

When you perform budget checking for a requisition, using the actual buttons on the Maintain Requisitions - Requisitions page or the Req Budget Check run control page, that process is also affected by the hold from further processing functionality.

Budget checking is now determined by the selection criteria that you define as part of the Source Transaction definition for the Commitment Control Budget Processor process and whether you have selected the Hold From Further Processing check box for the requisition. You define the Source Transaction definition selection criteria using the Source Transactions - Selection Criteria page.

Source Transaction	Source Transaction - Selection Criteria	Hold From Further Processing	Budget Checking
REQ_PREENC (requisition preencumbrance)	HOLD_STATUS = N	Selected	Budget checking will not occur.
REQ_PREENC	HOLD_STATUS not entered as selection criteria.	Selected	Budget checking will occur.
REQ_PREENC	HOLD_STATUS = Y	Selected	Budget checking will occur for only those requisitions on hold.
REQ_PRECNP (requisition (non-prorated) preencumbrance)	HOLD_STATUS = N	Selected	Budget checking will not occur.
REQ_PRECNP	HOLD_STATUS not entered as selection criteria.	Selected	Budget checking will occur.
REQ_PRECNP	HOLD_STATUS = Y	Selected	Budget checking will occur for only those requisitions on hold.

Processing Not Affected When a Requisition is Placed On Hold

If a requisition has the Hold From Further Processing check box selected, you will still be able to:

Create header and line changes.
Run document tolerances.
Run entry events.
Execute the Request for Quote/Contract process—if this process has already started and the requisition is placed on hold, the process will continue.