Document Status Codes

Status meanings and allowed transitions for every transactional document in ZN ERP.

Document status codes

Every transactional document in ZN ERP has a status. The status determines what you can do next — for example, you cannot raise a goods receipt against a Cancelled PO, and you cannot edit a Posted invoice without reversing it first.

This page lists statuses per document type with their meaning and the transitions allowed.

Purchase Order

StatusMeaningAllowed transitions
Draft PO is saved but not yet approved — nobody downstream sees it. → Approved  or  Cancelled
Approved PO has been authorised; the supplier copy can be sent. → Partially Received → Closed  or  Cancelled
Partially ReceivedOne or more goods receipts have been posted but the PO is not fully fulfilled.→ Closed (manual)  or  auto-close when fully received
Closed PO is fully fulfilled or closed manually — no more receipts can be posted.Final.
Cancelled PO was voided before fulfilment. Final.

Sales Invoice

StatusMeaningAllowed transitions
Draft Invoice is saved but not yet posted to the ledger or stock. → Posted  or  Cancelled
Held Invoice was put on hold mid-entry (typically F9) and can be resumed.→ Draft → Posted
Posted Invoice has affected stock and accounts; visible in reports.→ Partly Paid → Paid  or  reversed via Credit Note
Partly PaidOne or more receipts allocated, but balance remains. → Paid
Paid Fully settled by one or more receipts. Final unless allocation is unposted.
Cancelled Invoice voided before posting — no impact on ledger or stock.Final.

Quotation

StatusMeaning
Draft Quote saved but not sent.
Sent Quote has been e-mailed / WhatsApped / printed for the customer.
Accepted Customer has confirmed; can be converted to a Sales Order or Invoice.
Rejected Customer declined — closed for reporting.
Expired Validity date has passed.
Converted Used as the source of a downstream SO / Invoice.

Payment / Receipt vouchers

StatusMeaning
Draft Voucher saved but not posted.
Posted Voucher has hit the ledger.
Allocated Posted and matched against specific invoices.
Reconciled Marked as cleared in Bank Reconciliation (bank-side date recorded).
Reversed Voided after posting via a reversing entry.

MRP (Material Resource Planning)

StatusMeaning
Planned MRP run created a recommended action that has not been actioned.
Released Recommendation has been converted to a PO or Production Order.
Cancelled Recommendation was rejected by the planner.

Production Order (MPL)

StatusMeaningAllowed transitions
Planned Order created but materials not yet issued. → In-Progress
In-Progress Materials issued; at least partial production reported.→ Completed  or  Closed
Completed Full planned quantity has been produced. → Closed
Closed Variance posted; order is locked for further activity. Final.
Cancelled Cancelled before any material was issued. Final.

Stock Adjustment

StatusMeaning
Draft Adjustment saved but not yet approved — no stock impact.
Approved Approved by the authorised user; stock balances updated.
Rejected Refused at approval — can be edited and resubmitted.
Where you see this — the status is shown in every document list (e.g. Purchase Orders › List) as a coloured badge and is filterable from the column header.
Tip — if a document seems stuck (e.g. an old PO still in Approved after the supplier closed shop), use Close Manually from the document menu rather than cancelling — this preserves the history of the receipts already done against it.