When approvers are reviewing document lines, there might be discrepancies with accounting keys, dimensions, cost allocation etc. that they want to amend before approving the line or header. Instead of routing the document back to the finance team with an explanation, this feature allows approvers to modify the document lines themselves, potentially reducing overall approval workflow time.

Allowing approvers to modify purchase lines that are pending approval is a practice that can have both operational benefits and risks, depending on how it's implemented. To find out if this approach makes sense for your organization, consider the following:

To enable this feature, navigate to the Purchases & Payables setup and scroll down to Centara Approvals. In feature list, toggle the "Allow to modify pending document line" button to enable the feature. Once enabled, all approvers can modify lines assigned to them for approval.

Approval users can On approval pages users can select the Edit List action at the top of the Approval page to make the lines editable. The available fields to edit are:

In the pictures below, you can see how the approver has selected a document that needs to be edited. By selecting the "Edit List" action, the Line becomes editable and the Approver changes the Accounting key.