Outbound E-Document Statuses

E-document statuses are indicated in the E-Document Status field on the E-Document subtab. Outbound e-document statuses describe whether a transaction or e-document is in the process of e-document generation, sending or certification. The following table lists the e-document generation statuses.

E-Document Generation Status	Description
For Generation	The e-document can be generated. An outbound e-document template was associated with the transaction and the e-document can be generated. Audit trail log indicates Tagged for Generation.
Generating	The e-document is being generated.
Generation Failed	The e-document was not generated. An error caused generation to fail. See details of e-document generation errors on the E-Document Audit Trail subtab. You must first fix the errors before you can regenerate an e-document. For more information, see Outbound E-Document Generation Errors.
Untagged for E-Invoice Generation	The e-document template was removed from the transaction record. The e-document of the transaction record won't be generated.

E-Document Generation Status

Description

For Generation

The e-document can be generated. An outbound e-document template was associated with the transaction and the e-document can be generated. Audit trail log indicates Tagged for Generation.

Generating

The e-document is being generated.

Generation Failed

The e-document was not generated. An error caused generation to fail. See details of e-document generation errors on the E-Document Audit Trail subtab. You must first fix the errors before you can regenerate an e-document. For more information, see Outbound E-Document Generation Errors.

Untagged for E-Invoice Generation

The e-document template was removed from the transaction record. The e-document of the transaction record won't be generated.

The following table lists the e-document sending statuses.

E-Document Sending Status	Description
Ready for Sending	The e-document was generated successfully and the e-document can be sent to specified recipients. Whether the e-document was generated manually or through bulk generation is indicated.
Sending	The e-document is being sent to specified recipients.
Sending Failed	The e-document was not sent. Information about sending errors are shown in the Details column. You must fix the error and regenerate the e-document before you can resend it.
Sent	The e-document was successfully sent. If the default sending method is email, the Details column shows the email addresses of the sender and recipients. Note: When an e-document is sent, the designated e-document sender’s name and email address is displayed as the sender. If you did not designate a sender, the system uses the name and email address of the person who initiated the sending process as the sender of the e-document. For more information, see Selecting a Designated E-Document Sender.

E-Document Sending Status

Description

Ready for Sending

The e-document was generated successfully and the e-document can be sent to specified recipients. Whether the e-document was generated manually or through bulk generation is indicated.

Sending

The e-document is being sent to specified recipients.

Sending Failed

The e-document was not sent. Information about sending errors are shown in the Details column. You must fix the error and regenerate the e-document before you can resend it.

Sent

The e-document was successfully sent. If the default sending method is email, the Details column shows the email addresses of the sender and recipients.

Note:

When an e-document is sent, the designated e-document sender’s name and email address is displayed as the sender. If you did not designate a sender, the system uses the name and email address of the person who initiated the sending process as the sender of the e-document. For more information, see Selecting a Designated E-Document Sender.

The following table lists the e-document certification statuses.

Note:

E-document certification statuses are not automatically updated by the system, you must implement the updates through the certification sending method. See Updating E-Document Certification Statuses

E-Document Certification Status	Description
Ready for Certification	The e-document has a certification sending method assigned to its transaction and subsidiary, and it can be sent to the certification authority.
Certification in Progress	The e-document has been sent to the certification authority and is being certified. The certified e-document has not been received.
Certification Failed	Certification failed due to an error, of which details are on the E-Document Audit Trail subtab. You must fix the error and regenerate the e-document before you can send it again for certification.
Certification Data Error	Details of certification errors are on the E-Document Audit Trail subtab.
Ready for Sending	The e-document was successfully certified and is ready for sending.
Canceled	The e-document is approved to be canceled by the certification authority or it is no longer required for certification.
On Hold	The e-document status is kept on hold after the processing of document status transaction.
Accepted for Hearing	This status is updated for transaction response type 'Request Further Objection'
Transaction Response	This is a new audit trail event type based on the document status plugin implementation.

E-Document Certification Status

Description

Ready for Certification

The e-document has a certification sending method assigned to its transaction and subsidiary, and it can be sent to the certification authority.

Certification in Progress

The e-document has been sent to the certification authority and is being certified. The certified e-document has not been received.

Certification Failed

Certification failed due to an error, of which details are on the E-Document Audit Trail subtab. You must fix the error and regenerate the e-document before you can send it again for certification.

Certification Data Error

Details of certification errors are on the E-Document Audit Trail subtab.

Ready for Sending

The e-document was successfully certified and is ready for sending.

Canceled

The e-document is approved to be canceled by the certification authority or it is no longer required for certification.

On Hold

The e-document status is kept on hold after the processing of document status transaction.

Accepted for Hearing

This status is updated for transaction response type 'Request Further Objection'

Transaction Response

This is a new audit trail event type based on the document status plugin implementation.

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