Analyzing document statuses
You can analyze the current status of each document.
Status labels next to document entries let you know the status of each document.
Statuses must be interpreted based on the document's flow direction - whether it is in the reception or the send flow.
An invoice sent through the portal starts with the Sent status. From there, it can take on other statuses.
The Received status (when a response is received from the recipient's system) may evolve to other statuses such as Acknowledged, Integrated, or Paid, depending on the recipient's integration project settings.
For orders, the status changes when the messages are opened. Otherwise, they stay in the Sent status.
Here are examples of assigned statuses:
- Acknowledged
- The recipient sent a Message Disposition Notification (MDN) to confirm the communication was processed correctly. This doesn't mean that the document has been integrated into the system or that the approval process has started.
- Approved
- The recipient approves the document. Note that this action doesn't mean that the document is integrated.
- Certified
- The Certified status on the issuer corresponds to a certified invoice (shown as certified in the Document number column).
- Destination ERP or User Pending Event
- For approval or integration, the recipient contacted an external entity or the document's source to give additional information or another document.
- Error
- An error occurred while sending the document to the recipient. The receiving system encountered an error processing the document and notified you.
- Integrated
- The document has been integrated by the recipient. This means that the recipient can read and add it to their system. Note that a document in the approval process is not considered integrated.
- No info
- This is the initial description of the document status. If the recipient has no integration (mapping or notification email), the document stays in this status.
- None
- No notification email has been configured for the receiving company.
- Paid
- For financial documents, this status means the recipient has paid the specified amount. Only certain ERP recipients can send this status.
- Pending approval
- The document is waiting for the recipient's approval.
- Received
- The document was received by its recipient. It means that the document data has been received correctly.
- Rejected
- The recipient checked the document in their system and rejected it.
- Sent
- The document was sent to the recipient.
Yellow shows a processed document.
Green shows a processed document with the flow completed.
Red is shown when a document is in error.