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.
| Current Document Status | Cancel | Finally Close | Close | Open | Close for Invoice | Close for Receipt | Freeze | Hold |
|---|---|---|---|---|---|---|---|---|
| Incomplete | X | |||||||
| In Process | X | |||||||
| Approved | X | X | X | X | X | X | X | |
| Pre-Approved | X | |||||||
| Rejected | X | X | ||||||
| Returned | X | |||||||
| Requires Reapproval | X | |||||||
| On Hold | ||||||||
| Frozen | X | X | X | X | X | X | ||
| Cancelled | X | |||||||
| 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 |