This is the initial phase of the sales invoice process after the transaction has been successfully saved on the first attempt. During this phase, user can still update / revise the information since the fields remain editable aside from the transaction ID (Sales Invoice ID), Workflow Type and Sequence Number in Item Table. After the user verifies all the information is correct, he can proceed to submit it for approval (if there’s an approval process) or post the transaction (if there’s no approval process) or void the transaction.
This is an interim status of the sales invoice process. After posting, the record will transition to Open state. During this phase, the fields are non-editable except for External Sales Invoice No. and Notes fields. The record will stay in Open state until the customer payment has been fully paid to automatically transition to Fully Paid state or user can do manual cancellation of the transaction.
This is one of the final phases of the sales invoice process where transaction considers as invalid. During this phase, all the fields in Main Tab are non-editable. This status is only accessible if the transaction does not reach the posted state.
This is one of the final processes of the sales invoice. During this phase, customer payment has been fully paid.
This is one of the final processes of the sales invoice. From Open state the user can manually cancel a record. During this phase, the fields are non-editable except for External Sales Invoice No. and Notes fields.