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Document Control Status Check Matrix

Purchasing performs a status check on all documents when you choose a control action. This check verifies that the document is in a valid state to perform the selected control action. If your document fails the status check, Purchasing provides an error message in the window in which you are working.

The following matrix describes the valid actions for each possible document state. Generally, Purchasing restricts the list of available actions based on document status, so you should rarely encounter problems in the status check.

      Valid Actions    
Current Document Status Cancel Finally Close Close Open Close for Invoice Close for Receipt Freeze Hold
Incomplete X             X
In Process X             X
Approved X X X   X X X X
Pre-Approved X             X
Rejected X             X
Requires Reapproval               X
On Hold                
Frozen     X         X
Cancelled                
Finally Closed                
Reserved X X X   X X X X
Open X X X   X X X X
Closed   X   X     X X
Closed for Invoicing X X X X   X X X
Closed for Receiving X X X X X   X X
Table 1 - 11. (Page 1 of 1)

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