How to: Approve or Reject Incoming Document Records
If you do want to allow users to create invoices or general journal lines from incoming document records unless they are approved, you can set up approvers who must approve the records before they can be processed.
In the Incoming Documents window, you can use different functions to review and transfer data from incoming document files to the relevant purchase documents, sales documents, or general journal lines in Microsoft Dynamics NAV. The external files can be attached to their related document in Microsoft Dynamics NAV at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries. For more information, see Incoming Documents.
To approve or reject an incoming document
In the Search box, enter Incoming Documents, and then choose the related link.
Select the line with the document that you want to approve or reject.
On the Actions tab, in the General group, choose Approve or Reject.
The Released check box on the incoming document line is selected if the incoming document has been approved.
If you approve the incoming document record, the Released check box on the incoming document line is selected. The user in charge of creating, for example, purchase invoices can proceed to process the record. For more information, see Use Incoming Documents.
See Also
Tasks
How to: Set Up the Incoming Documents Feature
Concepts
Incoming Documents
Data Exchange
Workflow
Other Resources
Incoming Document Approvers
Incoming Documents Setup
Incoming Documents
Incoming Document