Folio - Reset Bill to "Needs Review" Status

This help doc is for Folio Bills users that need to set an invoice that is in process back to "Needs Review" status.  Important to note that this process will not work on invoices that have already been "Transmitted" to Workday. 

Process: 

To "reset" an invoice back to an "Order needed" state, all you need is to scroll down on the invoice and hit "Unmatch order"! I've included a screenshot of that button below. 

Once you unmatch the order, the invoice will be reset to its "Order needed" state. Here, you can change the supplier from Cintas to Cintas Uniforms. You can then match the order again to the invoice using the "Match order" button.

From there, you should be all set to go forward through the regular approval flow for the bill and the new order.

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