If you want to make a minor change to a record after it has been approved, you can reopen the record, make the change, and then release it. For minor changes, you do this with the Reopen and Release buttons.
If you want to make significant changes to a record, such as the item number or quantity on a purchase invoice, you must cancel the approval request, make the change, and then request approval again. For more information, see How to: Cancel Requests for Approval and How to: Approve or Reject Requests for Approval.
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 make minor changes to an approved record
Open the window that displays the record, such as a purchase invoice.
On the Home tab, in the Process group, choose Reopen. The Document Status field is changed to Open.
Make the necessary changes on the record, such as the vendor’s address.
On the Home tab, in the Process group, choose Release.
When you reopen the source record, the status of the related approval entry remains Approved in the Approval Entries window.
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