Approve, reject, and follow up

After corrections are complete, the final review choice is either Approve or Reject.

Approve The Document

Select Approve when the extracted information is correct.

Approving does four things:

1. Marks the review as completed by you and clears the review flag.
2. Creates any new field mapping records you selected.
3. Tries to create the related Business Central document using the reviewed values.
4. Closes the review page.

If document creation succeeds:

• the queue entry moves forward to Completed
• the Business Central document number is stored on the queue entry
• you can open that document from the queue

If document creation does not succeed:

• the document may remain approved without a Business Central document number yet
• Create Document can be used later from the review page or queue when available

Reject The Document

Select Reject if the document should not move forward.

Rejecting:

• marks the document as Rejected
• clears the review flag
• records who rejected it and when
• closes the review page

Use rejection when the document is unusable, clearly incorrect, duplicated, or should not be turned into a Business Central document.

What To Confirm After Review

After Approve, confirm whether the queue entry now shows a Business Central document number. Approval alone does not guarantee that the document was created successfully.

After Reject, the document stays in the queue as rejected for reference. No Business Central document is created from that queue entry.

Important Limitations

The current Reject action does not ask the reviewer to type a reason. It records a standard message instead.

That means:

• users cannot enter a business-specific rejection explanation at the moment of rejection
• other reviewers may need another tracking method if rejection detail matters