Before a request is completed, it can be reverted back to the Initiated status. Initiated is the initial status of a request upon its creation. Reverting a request to its initial status does not remove existing information, attachments, or payments on the request. Rather, it changes the status of the request and removes any recorded invoice dates, allowing you to repeat certain actions.
Depending on your rights, the ability to revert a request may be available after a request is finalized.
You cannot revert a request that has a status of Completed. Whether a request is marked as Completed upon executing certain actions depends on system configuration and/or the completion of other tasks.
After a request has been reverted to its initial status and you bill the requester, you must reenter the necessary cost adjustment, tax percentage, and shipping and handling fee. Although previous payments from the requester are recorded, a new amount due from the requester may be displayed when you go to receive payment from the requester. For example, the balance is $0.00 before you revert the request to its initial status. Upon reverting the request and applying a higher tax percentage, the difference as a result of the tax percentage increase is reflected in the Amount Due field of the Mark as Payment Received dialog box.
To revert a request to its initial status:
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Click the Revert to Initiated button from the Release of Information tab.
When setting the request to Initiated, previous actions that determined the current status will need to be completed again. This does not affect the information on the request or its attachments.