How to: Change Approved Documents
If you want to make a minor change to a document, such as a quote, order, blanket order, invoice, return order or credit memo, after it has been approved, instead of canceling the approval process, you can reopen the document, make the change, and then approve the document. However, if you want to make significant changes to a document, such as changing the item number or quantity, you must cancel the approval request process, make the change, and then resubmit the request for approval.
To change an approved document
Open the relevant document.
On the Home tab, in the Process group, choose Reopen. The Document Status field reverts to Open.
Make the necessary changes in the document.
On the Home tab, in the Process group, choose Release.
When you reopen the source document, the Approval Entry Status remains Approved when you make the changes.
Note
- To see the document before you make the changes, select the document in the Approval Entries window, choose Navigate, and then select Approvals.
- You can set up Microsoft Dynamics NAV to send an email notification to each approver, notifying them that the approval process for this document has been canceled.
See Also
Tasks
How to: Cancel Document Approvals