You can use the Reason Category and Codes tab on the Workflows page to define standardized reasons for returning part or all a purchase request to an employee. When a processor returns a purchase request, they must select a reason code. This mandatory step allows the company to track and analyse return reasons, supporting targeted employee training and policy review.
When the processor selects Send Back to Employee, the Send Back Purchase Request dialog box displays all available reason codes set by the administrator. The processor selects the appropriate code(s) and selects OK to return the purchase request to the employee.
Note
The Reason Code Categories cannot be customized because they’re tied directly to a Cognos report.
