Outbound E-Document Statuses
E-document statuses are indicated in the E-Document Status field on the E-Document subtab. Outbound e-document statuses describe whether a transaction or e-document is in the process of e-document generation, sending or certification. The following table lists the e-document generation statuses.
E-Document Generation Status |
Description |
---|---|
For Generation |
The e-document can be generated. An outbound e-document template was associated with the transaction and the e-document can be generated. Audit trail log indicates Tagged for Generation. |
Generating |
The e-document is being generated. |
Generation Failed |
The e-document was not generated. An error caused generation to fail. See details of e-document generation errors on the E-Document Audit Trail subtab. You must first fix the errors before you can regenerate an e-document. For more information, see Outbound E-Document Generation Errors. |
Untagged for E-Invoice Generation |
The e-document template was removed from the transaction record. The e-document of the transaction record will not be generated. |
The following table lists the e-document sending statuses.
E-Document Sending Status |
Description |
---|---|
Ready for Sending |
The e-document was generated successfully and the e-document can be sent to specified recipients. Whether the e-document was generated manually or through bulk generation is indicated. |
Sending |
The e-document is being sent to specified recipients. |
Sending Failed |
The e-document was not sent. Information about sending errors are shown in the Details column. You must fix the error and regenerate the e-document before you can resend it. |
Sent |
The e-document was successfully sent. If the default sending method is email, the Details column shows the email addresses of the sender and recipients.
Note:
When an e-document is sent, the designated e-document sender’s name and email address is displayed as the sender. If you did not designate a sender, the system uses the name and email address of the person who initiated the sending process as the sender of the e-document. For more information, see Selecting a Designated E-Document Sender. |
The following table lists the e-document certification statuses.
E-document certification statuses are not automatically updated by the system, you must implement the updates through the certification sending method. See Updating E-Document Certification Statuses
E-Document Certification Status |
Description |
---|---|
Ready for Certification |
The e-document has a certification sending method assigned to its transaction and subsidiary, and it can be sent to the certification authority. |
Certification in Progress |
The e-document has been sent to the certification authority and is being certified. The certified e-document has not been received. |
Certification Failed |
Certification failed due to an error, of which details are on the E-Document Audit Trail subtab. You must fix the error and regenerate the e-document before you can send it again for certification. |
Certification Data Error |
Details of certification errors are on the E-Document Audit Trail subtab. |
Ready for Sending |
The e-document was successfully certified and is ready for sending. |
Canceled |
The e-document is approved to be canceled by the certification authority or it is no longer required for certification. |
Related Topics
- Electronic Invoicing User Guide
- Displaying the E-Documents Portlet on the Home Page
- Overview of Outbound E-Document Process
- Assigning E-Document Packages to Customer or Vendor Records
- Defining E-Document Email Recipients
- Selecting E-Document Packages, Templates and Sending Methods on Transactions
- Enabling PDF File Reference Generation
- Generating and Regenerating E-Documents
- Sending and Resending E-Documents
- E-Document Network Status
- Overview of Inbound E-Document Processing
- Inbound E-Document Statuses
- Receiving Inbound E-Documents by Email Capture
- Receiving E-Document XML Files from Web Service
- Uploading Received XML Files as Inbound E-Documents
- Converting Inbound E-Documents into Transaction Records
- Common Scenarios in Vendor Bill Conversion
- Converting Individual Inbound E-Documents into Vendor Bills
- Converting Failed Inbound E-Documents
- Compatibility of Approval Workflows with Vendor Bill Conversion
- Canceling Inbound E-Documents