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Review, creation, and retry

Not every document finishes automatically. Some pause for review, some finish without creating the Business Central record yet, and some fail and need another attempt.

When A Document Needs Review

Section titled “When A Document Needs Review”

Open Review when the queue shows Review Required.

On the review page, users can:

  • see the document summary and extracted values
  • change a value that looks wrong
  • see which values were flagged as low confidence
  • mark fields for new mapping suggestions when that option is available
  • approve the document or reject it

After a user edits a value, Sifterra marks that field as user-corrected and clears the review flag on that field.

For the full review workflow, continue to Review and approval.

Automatic And Manual Document Creation

Section titled “Automatic And Manual Document Creation”

Some documents are created in Business Central automatically after processing. Others stop for review first, or finish processing without creating the Business Central document yet.

If the queue entry is Completed or Approved and the created document number is still blank, use Create Document to create it manually.

Once a document has been created, you can open it from the queue by using the created document number or Open Created Document.

Retrying Failed Documents

Section titled “Retrying Failed Documents”

If a document ends in Error, select Retry.

Retry does three things:

  • changes the status back to Pending
  • clears the old error details
  • increases the retry count

After that, process the document again.

Retry is usually the right next step after a temporary service issue, a fixed analyzer problem, or a corrected setup value. If the same document keeps failing, use Processing Log before retrying again.

When To Stop And Investigate

Section titled “When To Stop And Investigate”

Use the log and queue details before repeating the same action if:

  • the document returns to Error more than once
  • the document reaches Approved but still does not create a Business Central record
  • the final status looks inconsistent with the matching results

In those cases, open Processing Log and Match Results before changing broader setup. That is the fastest way to see whether the issue is upload quality, matching, configuration, or document creation.

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