Modifying or cancelling a Purchase Request in Allocadia

Change a PR after submission by opening a Modified PR; cancel a PR entirely from the PR actions menu. Both actions re-enter the approval workflow.

Modifying a submitted PR

Once a PR is submitted, the record is locked. To change it, open a Modified PR.

1. Open the PR you need to change.
2. From the PR actions menu, click Modify (or Create Modified PR).
3. A new PR form opens, pre-populated with the current values.
4. Change the fields that need updating (typically amount or vendor).
5. Submit the Modified PR.

The Modified PR enters the approval workflow in parallel with — or in place of — the original, depending on your account's configuration. For more on how Modified PRs flow, see Modified Purchase Requests and re-approvals in Allocadia.

Cancelling a PR

1. Open the PR you want to cancel.
2. From the PR actions menu, click Cancel PR.
3. Add a reason for cancellation (required in most account configurations).
4. Confirm.

Cancelled PRs are retained in the system for audit purposes but no longer count against the Line Item's planned budget.

Who can modify or cancel

• The PR requestor can typically modify or cancel their own PRs before final approval.
• Once a PR is fully approved and the PO exists downstream, cancellation usually requires admin or finance team involvement.
• Specific permissions vary by account — if the Modify or Cancel action is greyed out, your role doesn't grant it.

Related articles

• Creating a Purchase Request in Allocadia
• PR approval workflow basics in Allocadia
• Modified Purchase Requests and re-approvals in Allocadia