Skip to main content

Document status

It is possible to apply different "statuses" to the document levels during the completion of a project. The different statuses are:

  • Locked: This is a manual action available on sales documents which prevents any modification to the document. A user access right allows you to decide who can remove this status. When an invoice is printed, its status automatically changes to Locked in order to block any modification to the document. This ensures that the Electronic version of the accounting document can no longer vary from the printed/transmitted document.

  • Under Signature: It is a manual lock when you use the electronic signature. After making the signature request, you can put this status on the document in order to avoid modifying the document and wait for it to be actually signed.

  • Signed: This is a manual action available on sales documents in order to indicate that the document has been signed. This prevents any modification to the document. A user access right allows you to decide who can remove this status. There are two types of signatures: Manual and Electronic signature.

  • Resumed: This is an automatic status that locks a document that has been transformed. This status cannot be removed. It can only be unlocked if the newly created document is cancelled. In this case, the original document becomes accessible again.

  • Partial: This is an automatic status that locks a document that has been partially transformed. This allows you to see that certain products have not been included in the newly generated document.

  • Transmitted: This is a manual action available on supplier orders in order to indicate that the document has been transmitted.