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Document Status Checks

Purchasing performs a status check on all documents whenever you perform or attempt an approval action. This check verifies that the document is in a valid state to perform the selected approval 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 document state. Generally, lists of values in the document entry and approval windows restrict the list of available approval actions based on document status, so you should rarely encounter status check failures.

Document Approval Status Rules

  Valid Actions
Current Document Status Approve Reserve Forward Reject
Incomplete X X    
In Process X X X X
Approved        
Pre-Approved   X X X
Rejected X X    
Returned X X    
Requires Reapproval X X    
Not on Hold X X X X
Not Frozen X X X X
Not Cancelled X X X X
Not Reserved X X X X
Open X X X X
Closed X X X X
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