Release and Approve Project Documents

Release and approval

Project documents distinguish between releasing a document for processing and the Business Central approval workflow.

• Release changes an open invoice document to Released.
• Reopen reopens a released document.
• Send Approval Request starts the configured approval workflow.
• Cancel Approval Request withdraws a pending request.

Approver actions

The following actions are available for approvals assigned to the current user:

• Approve
• Reject
• Delegate
• Comments

Use Approvals to open the approval history or current approval status. On the project card, approval FactBoxes show pending project and sales documents for the selected record.

Prerequisite

The workflow must be enabled in Business Central. In the user setup, you can specify an approval limit for project documents or allow unlimited project document approval.

An approval request can only be sent when a matching active workflow exists for the document.