Possible action required: Requisitions in draft status to be canceled week of May 16, 2022

May 11, 2022

During the week of May 16, any requisition in draft status with no activity for the past 30 days will be canceled. This process will subsequently occur monthly by the third business day of the month.

Why is a Requisition in Draft Status?

Requisitions may be in draft status due to:
  • A Requisitioner started a requisition and used the Save for Later button
    • These requisitions can be located by running the report named Find Requisitions by Cost Center – Yale and choosing ‘Draft’ status
  • An Approver used the Send Back function for the Requisitioner to take further action on the requisition (update/add attachments, COA changes, etc.) and resubmit for approval
    • These requisitions will be displayed in your Workday inbox

There is no action required at this time. However, as a reminder, Requisitioners can cancel their requisition in draft status, but the requisition cannot be canceled from within the Workday inbox.

To Cancel a Requisition in Draft Status

Access the requisition by entering the requisition number in the Workday search field OR run the report named Find Requisition by Cost Center – Yale.  

Click the Actions Icon next to the requisition number. Hover over Requisition and choose Cancel. A Confirm Requisition Cancel screen will display. Click the OK button at the bottom of the screen.

Contact the Finance Support Center (FSC) at askfinance@yale.edu with any questions.