This article will help you determine editing which fields will trigger the document's re-approval process:


The re-approval process can be activated when the user takes the document in revision or editing mode and inputs significant changes. Thus, triggering the document to be approved by the responsible person once again.


Activating the Tolerance Limit threshold


Tolerance Limits is a feature that helps you set the total document sum limits under which a re-approval will not be triggered after a document revision.


Setting the Tolerance Limit feature will have direct effects on triggering the re-approval in the documents. 



Triggering the re-approval process in Items 



Edited FieldEditing Conditions
Re-approval Triggering

Item price


Increasing price

If the document's Total amount remains within the set Tolerance Limit — the re-approval will not be activated.

If the document's Total amount exceeds the set Tolerance Limit — the re-approval will be activated.


Decreasing price

The re-approval will not be activated.

The price remains the same



Item quantity


Increasing quantity

If the document's Total amount remains within the set Tolerance Limit — the re-approval will not be activated.

If the document's Total amount exceeds the set Tolerance Limit — the re-approval will be activated.


Decreasing quantity


The re-approval will not be activated.


The quantity remains the same


Item Name

Any changesThe re-approval will be activated.
Item SKU
Any changes

The re-approval will be activated.
Item Description
Any changes


The re-approval will not be activated.

Adding new ItemAdding new Item line


If the document's Total amount remains within the set Tolerance Limit — the re-approval will not be activated.

If the document's Total amount exceeds the set Tolerance Limit — the re-approval will be activated.

Removing the Item
Removing the Item from the document

The re-approval will not be activated.





Edited FieldEditing Conditions
Re-approval Triggering

Budget

Any changes

The re-approval will be activated.


Exchange Rates

Any changes

If the document's Total amount remains within the set Tolerance Limit — the re-approval will not be activated.

If the document's Total amount exceeds the set Tolerance Limit — the re-approval will be activated.


Taxes (in case the Tolerance Limit is calculated based on Net Total)

Any changes

The re-approval will not be activated (as the Net Total sum in the document will not be changed).



Taxes (in case the Tolerance Limit is calculated based on Gross Total)


Adding new Tax

If the document's Total amount remains within the set Tolerance Limit — the re-approval will not be activated.

If the document's Total amount exceeds the set Tolerance Limit — the re-approval will be activated.


Removing the Tax from the document


The re-approval will not be activated.


Changing the Tax to another one but with the same rate




Triggering the re-approval process in main document fields 



Edited FieldEditing Conditions
Re-approval Triggering

Date


If the changes were made in editing mode

The re-approval will not be activated.



If the changes were made in revision

Location
Any changes

The re-approval will be activated.


Initiator


If the changes were made in editing mode


The re-approval will not be activated.

If the changes were made in revision


Supplier


Any changes


The re-approval will be activated.


Items Custom Fields


If the Budget or the budget lines were not changed




The re-approval will not be activated.





If the Items Custom Fields are not involved with the Budget 


If the Budget in the document was changed


The re-approval will be activated.


Any changes in the date or text types of the Items Custom Fields


The re-approval will not be activated.


Documents Custom Fields

Unrequired Documents Custom Fields

The re-approval will not be activated.


Required Documents Custom Fields (changed in revision)


The re-approval will be activated.

Documents Custom Fields involved in the approval process (edited on the Pending status)

The approver who has the rights to edit the Documents Custom Fields can save the changes without activating the re-approval process.

Legal Entity

Any changes


The re-approval will not be activated.

Terms & Conditions

Any changes


The re-approval will not be activated.

Contract

Any changes


The re-approval will not be activated.


Notes


Any changes


The re-approval will not be activated.


Please note that any changes applied to the attachments will not activate the re-approval process.




Triggering the re-approval process in the fields specific to certain documents



Document
Edited FieldEditing Conditions
Re-approval Triggering


Receipt



Post to Warehouse

Any changes

The re-approval will not be activated.

Supplier Receipt #
Any changes

Invoice

Issue Date

Any changes

The re-approval will not be activated.

Supplier Invoice #

Any changes


Expense


Expense #


Any changes


The re-approval will not be activated.