D365 F&SC Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), have you ever wondered what the Source Document statuses in D365: approved, canceled, closed, draft, finalized, in review, open, and rejected really mean?
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D365 supports several source document statuses. Each status is applied to name the current condition of a source document participating in a process.
Source document statuses in D365: approved, canceled, closed, draft, finalized, in review, open, and rejected.
Here are the terms and how they are used.
The term approved is used to name the status of a source document that authorizes the execution of subsequent activities.
Example: The purchase requisition must have a status of approved before a purchase order can be generated.
The term canceled is used to name the status of a source document that has been withdrawn from a process.
Example: A purchase requisition will have a canceled status if it is withdrawn from the review process.
The term closed is used to name the status of a source document that documents the fulfillment of obligations by one or more parties.
Example: A sales order has a closed status when a payment request documented on a customer invoice has been opened.
The term draft is used to name the status of the preliminary version of a source document.
Example: The new expense report is in draft status before it is confirmed.
The term finalized is used to name the status of a source document in the document life cycle process when the document cannot be changed.
Example: April sets the purchase order line status to finalized to definitively end the life cycle of the purchase order line and to release budget and encumbrance reservations for the purchase.
The term in review is used to name the status of a source document that has been submitted for review.
Example: After you submit a purchase requisition for review, the document is updated to a status of in review.
The term open is used to name the status of a source document that authorizes downstream activities.
Example: A purchase order has an open status if it has been confirmed but has outstanding product receipts.
The term rejected is used to name the status of a source document that has been denied authorization.
Example: A source document has a rejected status if a reviewer does not authorize the documented request or subsequent activities.
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