Managing documents' statuses (Status menu)

Managing documents' statuses (Status menu)

Statuses can be assigned to documents manually or automatically. The Deleted and Execution error statuses are assigned automatically. The list of statuses that the user can assign to documents depends on the type of the documents.

Store document types and their possible statuses are shown in the following table:

Status

Document types

Stock-in records, stock-out records, stock movement records, stock adjustment records, production records, butchering records, development records, stocktaking records, sales records

Stock movement records

Stocktaking records

Planned cost records

Not ready

Ready

Registered

Sent

Accepted

Processed

Ready

Types of Sales documents and possible statuses are shown in the table below:

Status

Document types

Business days, guest tabs

Orders

Bills

Receipts

Open

Closed

Open for changes

Not ready

Ready

Paid

Deleting

Submitted

The Status menu is part of the context menu in data grids of document lists and document specifications.

Figure 4.179. Status menu in the context menu of the document list


This menu only contains statuses that can be assigned to the selected documents.

Figure 4.180. Status menu in the context menu of the specification


This menu only contains statuses that can be assigned to the documents, the specification items of which were selected when you opened the context menu.