Cancel a Procurement Plan

  • Updated
Use this procedure to cancel a Procurement Plan that is no longer proceeding. Cancelling a plan preserves its history, updates reporting accurately, and stops any in-progress approvals.

Prerequisites

  • Role required: Procurement Officer or Administrators.

Steps

  1. Open the Procurement Plan you want to cancel.
  2. Select More Options ▸ Close Procurement Plan.



  3. In the Completion notes field, enter a clear explanation for why the plan is being cancelled.
  4. Click Close procurement plan.

Results

After cancellation:
  • The plan becomes read‑only.
  • Any active approval workflow is automatically voided. Current approvers are notified.
  • If cancelled because it is managed as a contract in a third‑party system, the plan is automatically marked Awarded, ensuring accurate spend reporting.
  • Administrators can reopen the plan at any time, restoring the previous status and removing the cancellation reason.

Limits & Notes

  • Cancellation reasons cannot be edited once the plan is cancelled.
  • All history remains visible for audit and reporting.