Defining Status Transitions
A status transition defines how the status of a transaction can be changed from one status to the other. You can select from the following verification and approval statuses to customize the flow of status transitions to fit your business requirements.
Verification and Approval Statuses
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Verification Statuses
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Approval Statuses
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• Initial
• Verified and Not Passed
• Verified and Corrected
• Verified and Passed
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• Initial
• Approved and Not Passed
• Approved and Corrected
• Approved and Passed
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When you define transitions:
• You can set up transitions so only transaction approval is required.
• Some general rules apply to the definition of a transition; for example, the Initial status cannot be used as the ending status of a transition, and an approval status cannot precede a verification status in a transition.
Example: The following diagram illustrates a recommended logic of transactions verification and approval. Optionally, you can go from the Initial status to Approved if you choose not to include verification as a separate step.
Transaction Verification and Approval Logic
Defining Status Transitions for Verify
Use Verify Status Transition Maintain (25.3.12.1) to define the status transition rules for verifying transactions. The rules are applied in Journal Entry Verify (25.13.1.7).
You can specify one combination of a beginning status and a different ending status to define a verification status transition.
Verify Status Transition Maintain
Field Descriptions
From Status
Select the beginning status of a transition.
To Status
Select the ending status of a transition.
Last Modified Date/Time and User
These read-only fields are maintained by the system and display the ID of the user who last updated the record, and the date and time of update.
Defining Status Transitions for Approval
Use Approve Status Transition Maintain (25.3.12.2) to define the status transition rules for approving transactions. The rules are applied in Journal Entry Approve (25.13.1.8).
You can specify one combination of a beginning status and a different ending status to define an approval status transition.
Approve Status Transition Maintain
Field Descriptions
From Status
Specify the beginning status of a transition.
To Status
Specify the ending status of a transition.
Last Modified Date/Time and User
These read-only fields are maintained by the system and display the ID of the user who last updated the record, and the date and time of update.
