How to: Reject Documents
If a document (a quote, an order, a blanket order, an invoice, a return order or a credit memo) that is sent to you for approval does not meet the criteria for approval, you can reject the document.
To reject a document
In the Search box, enter Approval Entries, and then choose the related link.
Select the document you want to reject and choose Reject. If you have set it up, the Approval Comment Sheet window opens.
You can enter a comment in the Comments window explaining why you have rejected the document. The comment is stored in the Approval Entry lines for the approval requester to see.
When the source document has been rejected, Microsoft Dynamics NAV updates the status for the approval entry from Created to Rejected. If the document has been set up to require more than one approver, then, if just one approver rejects the document, the document's status is updated from Pending Approval to Open. The document creator can modify the document and then request approval again.
Tip
- To see the document before you reject it, select the document in the Approval Entries window, on the Navigate tab, in the Show group, choose Document to open a copy of the document.
- You can set up the process to send an e-mail notification to each approver, notifying them that the document has been rejected and including any comments explaining why.
- You can see a list of the documents sent to you for approval in the Approval Entries window.