Document status

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

• Signed: This is a manual action available on customer quotes and purchase orders to indicate that the document has been signed. This prevents any modification to the document. A right allows you to decide who can remove this status

• Locked: This is a manual action available on invoices and credit notes. When the document is printed, it automatically changes to this status in order to block any modification to the document. This ensures that the electronic document can no longer vary from the printed/transmitted document.

• Resumed: This is an automatic status that locks a document that has been transformed. The 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 new generated document.

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