This article will help you determine editing what fields will trigger the document re-approval process.
TABLE OF CONTENTS
- Activating the Tolerance Limit Threshold
- Triggering the Re-Approval Process in Items
- Triggering the Re-Approval Process in Budget Related Fields
- Triggering the Re-Approval Process in Main Document Fields
- Triggering the Re-Approval Process in the Fields Specific to Certain Documents
The re-approval process can be activated when a user takes a document in revision or editing mode and inputs significant changes, thus triggering the return of the document to the responsible person for approval 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 Field | Editing 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 changes | The 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 Item | Adding 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. |

Triggering the Re-Approval Process in Budget Related Fields
Edited Field | Editing 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 Field | Editing 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 the 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 right 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 attachments will not activate the re-approval process.
Triggering the Re-Approval Process in the Fields Specific to Certain Documents
Document | Edited Field | Editing 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. |
