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Information About balanceTRAK Product Sunset

JUMP TO: balanceTRAK Archive

Change Requisition Category between Open and Closed

The current Requisition Category will be indicated on the right side of the Requisition detail header (along with a secondary description, if applicable):

  • Pending
  • Open

    • OR

  • Closed

Quick Reminders: A Requisition undergoing an Approval Process will be: Pending. If an Approval Process is not associated with the Requisition, it will automatically be Open when created. Once Open, a Requisition cannot be returned to Pending.

To change the Category, access Details on the left side of the Requisition's Summary tab. In the lower Actions toolbar, click the [Open], or alternatively [Close], button to change the Requisition Category.