Save, approve, unapprove and correct documents

Save retains a draft. Approval applies the effect appropriate to the document type. Orders and count-entry sheets do not behave like stock receipts and deliveries.

Steps

1. Complete counterparty, warehouse and date, then enter lines and reconcile quantities, prices and totals.
2. Save and record the number and draft state. A number alone does not mean stock has changed.
3. Approve only after verifying the business facts, then confirm approved status and the relevant stock or account result.
4. Approved documents are generally read-only. Check references, settlements and source restrictions before authorized unapproval.
5. Use the applicable correction workflow where later business or tax records exist. Deletion is not a return, and POS-generated stock copies should not be arbitrarily unapproved.