Sample Issuance Statuses

  1. Draft

    This is the initial phase of the sample issuance 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 (Sample Issuance 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.

  2. Pending Approval

    This is an optional status of the sample issuance process if the workflow requires an approval. During this phase, the fields are non-editable, and users are awaiting approval or rejection of the transaction.

  3. Rejected

    This is an optional status of the sample issuance if the workflow requires an approval. During this phase, since fields are editable, user should update/revise the information as the approver rejects the transaction owing to some wrong information, missing info, etc.

  4. Void

    This is one of the final phases of the sample issuance 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.

  5. Pending Fulfillment

    This is the posted status of the sample issuance. During this phase, there’s no fulfillment done. During this phase, all the fields in Main Tab are non-editable.

  6. Partially Fulfilled

    The transaction will automatically transition to this state when an order fulfillment associated to the sample issuance is already posted but only a portion of the order quantity has been fulfilled. During this phase, all the fields in Main Tab are non-editable. Transaction can also be closed when there’s no available stocks and the remaining items cannot be fulfilled anymore.

  7. Fully Fulfilled

    This is one of the final processes of the sample issuance. During this phase, item fulfillment is completed.

  8. Closed

    This is one of the final processes of the sample issuance. During this phase, item has been fully fulfilled. Transaction can be closed when item fulfillment has been done.