Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-03-14
Close Requisitions or Requisition Lines

Close Requisitions or Requisition Lines

  • Configure the
    Requisition
     business process and security policy in the Procurement functional area.
  • Security:
    Process: Requisition – Close
     domain in the Procurement functional area.
You can close completed requisitions or requisition lines to:
  • Prevent further actions from occurring against the requisition.
  • Enable you to liquidate any remaining obligation balance, if applicable.
You can close approved, unsourced requisitions.
You can also:
  • Close individual requisition lines on a partially sourced requisition while keeping that requisition open.
  • Reopen closed lines manually.
  1. Select
    Requisition
    Close
     from the related actions menu of a completed requisition to close a requisition at the header level.
  2. (Optional) Select
    Requisition
    Close Lines
     from the related actions menu of a completed requisition to close a requisition line.
    The
    Close Lines
     related action is available when all these criteria are met at the requisition header level:
    • The requisition status is
      Successfully Completed
      . The requisition status can't be
      Closed
       or
      Canceled
      .
    • No procurement year-end request is
      Locked
       or
      In Progress
      .
    • At least 1 requisition line is eligible for closing.
    A requisition line isn't eligible for closing if it fits any of the following criteria:
    • The line is in
      Closed
       status.
    • The line is undergoing sourcing in any of these sourcing business processes:
      Requisition Sourcing Event
      ,
      Source from Storage Event
      , or
      Asset Issue Event
      .
    • The line has pending downstream documents, such as inventory stock requests, purchase orders, RFQs, or supplier contracts.
  3. Review transaction and business process information to verify that you want to complete the close.
After your close request approval, Workday:
  • Liquidates commitment and obligation accounting.
  • Recovers and liquidates any commitment or obligation journals.
  • Recovers obligated budget.
Workday uses the
Spend Liquidation for Close
 transaction and its journal source to perform the close, enabling you to identify and report on closed requisitions.
You can select
Requisition
Reopen Lines
 from the related actions menu of a requisition to reopen a requisition line. The
Reopen Lines
 related action is available when all these criteria are met at the requisition header level:
  • The requisition status is either
    Successfully Completed
     with at least 1 closed line or
    Closed
    .
  • The requisition isn't in an in-progress mass reopen process with the
    Mass Reopen Procurement Documents
     task.
  • The requisition's
    Close Liquidation Date
     is within the current fiscal year if there is accounting enabled for the company with the
    Create Ledgers
     task.
Lines will be eligible for reopening if they are closed.