Source document statuses in Microsoft Dynamics AX 2012: approved, canceled, closed, draft, finalized, in review, open, and rejected

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Microsoft Dynamics AX supports several source document statuses. Each status is applied to name the current condition of a source document participating in a process.

I offer the names and descriptions of each status below, and I offer an example that uses each status.

  • We apply the term approved 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.

  • We apply the term canceled to name the status of a source document that has been withdrawn from a process.

Example: A purchase requisition will have a canceled status if it is withdrawn from the review process.

  • We apply the term closed 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.

  • We apply the term draft 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.

  • We apply the term finalized 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.

  • We apply the term in review 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.

  • We apply the term open 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.

  • We apply the term rejected 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.

You can view Microsoft Dynamics AX term entries in our Microsoft Dynamics AX glossary. Peruse the glossary, and if you’d like, click the Feedback link at the bottom of the entry and offer your thoughts. I'm interested in hearing from you.