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How to withdraw approvals (ByD2005)

With ByD release 2005 we are now supporting withdraw of approvals.

Withdrawing approvals is supported for the following documents:

  1. sales quotes
  2. services quotes
  3. quote for contracts
  4. sales orders
  5. service orders
  6. contract
  7. customer invoicing

Configuration

From a configuration point of view you just need to scope the approval process for the document needed. With this the “Withdraw” option is available for use.

 

Use Case

Once you send a document for approval the user will not be able to edit it anymore. If you would like to make changes to the document so far in ByD you need to contact the approver and tell him to send the approval back. One you have changed it you send the document again for approval.

Now with ByD 2005 we have automated this process as well. The user himself can withdraw the approval by himself. With this the document is not in the approval process anymore. You can make your changes and send it again for approval.

 

How it works

Link to the video

You have 3 way how to withdraw an approval

Directly from the object work list for the specific document, e.g. sales quotes.

  1. Select the document for which you would like to withdraw the approval
  2. Click on “Withdraw Approval”

 

From the Quick Activity Screen

  1. Select from the object work list the document for which you would like to withdraw the approval
  2. Click on “Edit”
  3. Click on “Withdraw Approval”

 

From the OIF (Object Instance Floor plan)

  1. Select from the object worklist the document for which you would like to withdraw the approval
  2. Click on “Edit”
  3. Click on “View All”
  4. Click on “Withdraw Approval”

 

 

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