How to cancel finally approved document?

1

Dear Experts,

We have implemented workflow on purchase order which is working fine.
Today by mistake a wrong purchase order is approved by CEO. How can we cancel it now?
As we find no option there.

Regards,

Zahid

2

@Zahid.Butt

This will happen in future also. So, best way to add one extra state in your workflow for Cancel and add docstatus - 2.
That’s how you can cancel every document after submit.

3

if I make this addition now in workflow,
will it allow me to cancel already approved document?

Regards,

4

Yes its applied to all your previous submitted document.

5

I created new state “cancelled” with doc status-2 and mentioned the approving role in "only allow edit for " but still cancel option is not appearing.
Please help.

Regards,

6

@Zahid.Butt
can you share screen shot of workflow.
Also check role of current user

7

Here is the screen shot of newly created cancel state

Pasted image881Ă—486 12.2 KB

8

Here is the screen shot of complete track

Pasted image885Ă—503 25.8 KB

9

As I think, it will be available before finally approved by CEO as rejected and cancelled has same doc status. & reject option appears before approving finally.

10

@Zahid.Butt
Yes you already given docstatus > 2 to Rejected State then why you adding Cancelled.
Also add one row in Transition Rules -

Approved By CEO		Reject	Rejected 		CEO
1 Like
11

Ok thanks, done.