Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Changes after Purchase...
Microsoft Dynamics NAV (Archived)

Changes after Purchase Document Approval

(0) ShareShare
ReportReport
Posted on by Casper Leibowitz 470

Hi all! Is anyone able to explain what is a "minor change" to an approved purchase document, as explained in the NAV support? That would be a change that wouldn't require a new approval for the aforementioned document.

The best case scenario would be to be able to add lines to the Purchase Order (Item or G/L Account), to modify the unit price or the quantity That may happen either before receiving or invoicing the order.

Last time I tried, I reopened the order, made a change somewhere in the order lines, and pressed the Release button. NAV forbade me to continue, stating that the order must be approved before being released. However, when I checked the Approval Request Entries, the status of the order was still "Approved".

Thanks!

*This post is locked for comments

  • Suggested answer
    Miguel Llorca Gómez Profile Picture
    Miguel Llorca Gómez 7,019 User Group Leader on at
    RE: Changes after Purchase Document Approval

    Try installing the latest Cumulative Update, there are some hotfixes related to "Document Approval": mbs.microsoft.com/.../NAV2013R2AppHotfixOverview

    The latest CU is 10: mbs2.microsoft.com/.../KBDisplay.aspx

  • Casper Leibowitz Profile Picture
    Casper Leibowitz 470 on at
    RE: Changes after Purchase Document Approval

    Sorry, maybe I haven't explained it well enough. The order in my example has been approved. So let's suppose I reopen the order to change something, and try to release it again. At that point, I'll get the following error message : "This document can only be released when the approval process is complete". This implies I start all over again with the approval process.

    What is quite damning is one user (the purchaser) can modify everything in a Purchase Order without being stopped by NAV. Other users who have tried this simply cannot do it.

    We are in the implementation process ; everybody has reportedly the same User Permissions. So apparently, it's not because of the user profiles.

    Would you be able to explain this, please?

  • Suggested answer
    Miguel Llorca Gómez Profile Picture
    Miguel Llorca Gómez 7,019 User Group Leader on at
    RE: Changes after Purchase Document Approval

    You manually need to cancel the approval request. Select the document, and on the "Actions" tab, in the "Functions" group, choose "Cancel Approval Request". As far as I know, this process must be executed manually.

    Good luck!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,317 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans