This KB article describes the lifecycle description of business document in AP Automation.

Invoice status : Points to Business document lifecycle in AP Automation system.

• Received : invoice status describing an invoice in the receiving phase
  • Draft : sub-status of a received invoice or spend plan that has not yet been validated 
  • Returned : sub-status of an invoice that has been sent back to the receiving phase of the invoice process 
  • Validation in progress : sub-status of a received invoice that is currently being validated 
  • Valid : sub-status of a received invoice that has successfully passed the validation 
  • Invalid : sub-status of a received invoice or spend plan that has failed the validation
  • In automatic coding : sub-status of a received invoice that is coded using a predefined coding template
• Matching : invoice status describing an invoice in the matching phase 
  • In automatic order matching : sub-status of an invoice in the matching phase indicating that the invoice is currently handled by the system in automatic order matching activity 
    • Waiting for purchase order items : sub-status of an invoice in automatic order matching indicating that the invoice requires one or more purchase orders, purchase order lines, or goods receipts before matching can continue 
  • In manual order matching : sub-status of an invoice in the matching phase indicating that the invoice is currently handled by a user in manual order matching activity 
  • In automatic spend plan matching : sub-status of an invoice in the matching phase indicating that the invoice is currently handled by the system in automatic spend plan matching activity 
  • In manual spend plan matching : sub-status of an invoice in the matching phase indicating that the invoice is currently handled by a user in manual spend plan matching activity 
• Workflow : invoice and spend plan status describing an invoice or spend plan that is currently in the workflow phase 
  • In header review : sub-status of an invoice in the workflow (1) phase indicating that the invoice is currently in header review activity 
  • In row review : sub-status of an invoice in the workflow (1) phase indicating that the invoice is in row review activity 
  • In row approval : sub-status of an invoice in the workflow (1) phase indicating that the invoice is in row approval activity 
  • In header approval : sub-status of an invoice in the workflow (1) phase indicating that the invoice is in header approval activity 
  • In additional approval : sub-status of an invoice in the workflow (1) phase indicating that the invoice is in additional approval activity 
• Transfer : invoice status describing an invoice in the transfer phase 
  • Ready for transfer : sub-status of an invoice in the invoice transfer phase indicating that the invoice is valid for moving to payment 
  • Transfer in progress : sub-status of an invoice in the invoice transfer phase that is being moved to payment but the transfer has not been completed yet 
  • Transferred : sub-status of an invoice in the invoice transfer phase indicating that the invoice has been moved to payment 
  • Transfer failed : sub-status of an invoice in the invoice transfer phase indicating that the invoice could not be transferred to payment 
  • Incomplete for transfer : sub-status of an invoice in the invoice transfer phase indicating that the invoice is not valid to be transferred 
• Archiving : invoice status describing an invoice that has been successfully transferred to a payment system and is ready for long-term preservation 
  • Ready for archiving : sub-status of an invoice in the invoice transfer phase indicating that the invoice is valid for moving to an archive 
  • Archiving in progress : sub-status of an invoice in archiving that is being moved to an archive but the action has not been completed yet 
  • Archived : sub-status of an invoice in archiving indicating that the invoice has been successfully stored in a specific location in an archive 
• Processed : invoice status describing an invoice that has successfully passed through all phases of the invoice process 
• Closed : invoice status describing an invoice that has been processed and its data can no longer be modified and no transactions can be done 
• Historical : invoice status describing an invoice that has been fully processed and is saved to a certain location within the system for a certain period of time before permanent archiving in an external system
• Removed : Invoice status describing an invoice that is permanently taken away from the invoice process and cannot be sent back