Processing Status of Entry Documents

Use

Depending on the respective processing function (post, preposted, hold...), with which you save a budget process in the budgeting workbench, a processing status is assigned to the budget entry document. The processing status is displayed in the header data of an entry document in the field Status .

Integration

The budget entry documents processed by the user are displayed according to their respective processing status in the document overview of the budgeting workbench.

Budget that you save with the Status Preposted undergoes an approval procedure with/without workflow connection. For more information, see Budget Approval with/without Workflow .

Features

Budget entry documents can have the following status:

Processing status of budget entry documents

Status

This means:

Initial

A new entry document has this status before it is saved.

Initial (Reversal)

Reversal document before saving.

Posted

After saving an entry document using the Post pushbutton.

Posted (reset)

With a reversal, the status of the original document changes to Posted (reset) – the corresponding reversal document includes the status Posted (reversal)

Posted (reversal)

Preposted

If you want to control a budget entry with/without workflow connection using an approval procedure, then save the entry document by pressing the Prepost pushbutton.

Posted (reset)

With a reversal that should be processed as approval procedure and saved using the Prepost pushbutton.In the original document, the status changes from posted (reset) – the corresponding reversal document then gets status Preposted (reversal).

Preposted   (reversal)

Undone

Preposted budget that is rejected by the budget manager receives the status Undone .

Held

You store budget temporarily that you want to process later by clicking on the pushbutton Held .The budget document receives a user-defined document number and is stored temporarily in your work center and not in the database.

Held documents can only be processed by the respective user/work center.In contrast to all other processing statuses, you can delete held entry documents again.