Resetting the workflow status for free text invoices from Unrecoverable to Draft

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - May 27, 2022

Business value

In the case of a system interruption, a free text invoice can get into the status of unrecoverable. Users can now reset a document status to Unrecoverable. This will save time for users by eliminating the need to call customer service and support.

Feature details

You can use the Workflow history page to reset the workflow status to Draft. You can open this page from Free text invoice or from Common > Inquires > Workflow. To reset the workflow status to Draft, select Recall. You can also reset the workflow status to Draft by selecting the Recall action on the Free text invoice or All free text invoices page. After the workflow status is reset to Draft, it will be available for editing on the Free text invoice page.

See also

Create a free text invoice (docs)