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Step 2: Confirm Revert and Edit

Confirm the action and make the necessary corrections now that the document is editable again.

Steps:

  1. Confirm Action (If Prompted): If a confirmation pop-up appears, click Confirm or Yes to proceed with reverting the document.
  2. Verify Status Change: Observe the document's status. It should change from its previous non-editable status (e.g., APPROVAL, COMPLETE) back to an editable one, typically Ready.
  3. Make Corrections: Now that the document is editable, make the necessary changes to the header or line item fields.
  4. Save or Resubmit:
    • Click Save (or Update) to save your changes while keeping the document in Ready status for further review.
    • Click Save and Submit to save the changes and send the document back into the workflow (e.g., back to the start of the approval process).

What Happens Next?

The document has been reverted, edited, and potentially resubmitted.

  • Reverting clears certain flags (like is_placed on a PO).
  • Any previous approval history is usually retained but marked as superseded or inactive for the current workflow instance. The approval process will typically restart from the beginning upon resubmission.

End of Tutorial

You have successfully reverted a document to make corrections!

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