3.4 Editing Options

Documents can be fully edited during the approval process according to the following rules contained in the step of the approval plan.

  1. Accounting Information.
  2. Delivery and Invoicing information.
  3. Comments and Attachments.
  4. Items and Quantities.
  5. VAT Treatment.
  6. Payment Terms (invoice approval only).
  7. Remittance Address (invoice approval only).

Any combination of these rules can be enabled for each step in an approval plan and therefore the options available to an approver may differ for each document.

You may receive documents to approve from different users who are assigned different approval plans. If these approval plans are configured differently you will notice that you may not have the same editing rights for similar documents.


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