How to: Cancel Requests for Approval
A customer may want to change an order after it has been submitted for approval. In this case, you can cancel the approval process and make the necessary changes to the order before you request approval again.
If you just want to make a minor change to an approved document, you can reopen it temporarily, and then release it again, without requesting approval again. For more information, see How to: Make Minor Changes to Approved Records.
Approval of records must be set up as workflows, one workflow for each scenario, such as the Purchase Invoice Approval Workflow. The generic version of Microsoft Dynamics NAV includes workflow templates for approval of all types of sales and purchase documents and for other records, such as customer cards. For more information, see the list of workflow templates in the Workflow Templates window.
To cancel an approval request
In the window that displays the record, on the Actions tab, in the Request Approval group, choose Cancel Approval Request.
Note
If the record is a journal line, then choose either Selected Journal lines or Journal Batch from the drop-down list. If you choose Journal Batch, then approval requests for all journal lines are canceled, also those that you may not see because of filters.
When the approval request has been canceled, the status of the related approval entry is changed to Canceled. The status of the record is updated from Pending Approval to Open. The approval process can then start again. For more information, see How to: Request Approval.
See Also
Tasks
How to: Approve or Reject Requests for Approval
How to: Make Minor Changes to Approved Records
Walkthrough: Setting Up and Using a Purchase Approval Workflow
Concepts
Set Up Workflows
Use Workflows
Workflow
Business Functionality