Rejecting a Funding Request

Prerequisites

To reject a funding request, you should have:

  • Required approval To Do role assigned in the system

  • Reasons defined for the Rejected status of the C1-FundingRequest business object in the Status Reason screen.

Note:

While rejecting a funding request, you need to specify the reason why you want to reject the funding request. You can select the appropriate rejection reason when you have defined the reasons for the Rejected status of the C1-FundingRequest business object in the Status Reason screen.

The system will not allow you to approve, reject, or request to resubmit a funding request submitted by you.

Procedure

To reject a funding request:

  1. Do either of the following:
    If you want to...Then...

    Reject a funding request through the Funding Request screen

    1. Search for the funding request with the Approval In Progress status in the Funding Request screen.

      A list of funding requests with the respective status appears in the search results.

    2. In the Search Results section, click the link in the Funding Request Information column corresponding to the funding request which you want to review.

    Reject a funding request from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do List screen appears.

    3. Click the Search (The Search Icon) icon corresponding to the To Do Type field.

      The To Do Type for User Search window appears.

    4. Enter C1-FNDAP in the To Do Type field.

    5. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    6. Select the Open option from the Filter by list to view all unassigned To Dos.

    7. Click the link in the Message column corresponding to the To Do of the funding request that you want to review.
    The Funding Request screen appears.
  2. Review the details in the Funding Request screen.
  3. If the information in the funding request is incorrect, click the Reject button in the Funding Request zone.

    The Reject Funding Request window appears. It contains following fields:

    Field Name Field Description Mandatory (Yes or No)
    Status Reason Used to indicate the reason why you want to reject the funding request.
    Note: The list includes only those reasons which are defined for the Rejected status of the C1-FundingRequest business object through the Status Reason screen.
    		 Yes
    Comments Used to specify additional information while rejecting the funding request.
    Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.
    		 No
    Note: The Reject button appears when the following conditions are met:

    • The funding request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the funding request.

  4. Select the reason for rejecting the funding request from the Status Reason list.
  5. Enter the comments (if any) while rejecting the funding request in the respective field.
  6. Click Save.
    The status of the funding request is changed to Rejected.

Related Topics

For more information on... See...
How to search for a funding request Searching for a Funding Request
Funding Request screen Funding Request (Used for Viewing)
Funding Request zone Funding Request