Knowledgebase AccountingSuite General Topics Creating Documents

            Document Status Descriptions

            Document Status Descriptions


            Many documents in AccountingSuite™ have statuses to indicate the point where it is in the workflow. Below are status descriptions broken out by document type.

            Sales Quotes


            Draft : Sales Quote has not been completed.

            Open : Sales Quote is active.   If red, the quote has expired.

            SO # : The Sales Quote has been turned in to the order number shown.

            Cancelled : Sales Quote has been cancelled and is no longer available for presentment to customer.

            Sales Orders


            Draft : Sales Order has not been completed.
            Open :  Sales Order is open but not fulfilled.
            Closed : Sales Order has been fulfilled.


            Shipments


            Draft : Shipment document has not been completed. 

            Open : Shipment document has been created, but invoice has not been created.

            Closed : Order has shipped and has been invoiced.

            Sales Invoices


            Draft : Sales Invoice document has not been completed.

            Open :  Sales Invoice has been created, but not paid.

            Paid : Sales Order has been paid.

            Purchase Orders


            Draft : Purchase Order document has not been completed. 

            Open : Purchase Order has is active.

            Backordered : Purchase Order has been received or Purchase Order has been partially received.

            Closed : Purchase Order has been fully received and a Bill has been created.

            Item Receipts


            Draft : Item Receipt document has been created but not completed.

            Open :  Item Receipt is active.  A Bill has not been created.

            Closed :  Items have been fully received and a bill has been created.

            Bills


            Draft : Bill document has not been created.

            Open : Bill has been created but has not been paid. 

            Paid : Bill has been paid and is closed.


            Updated: 03 Apr 2019 10:24 AM
            Helpful?  
            Help us to make this article better
            0 0