Status Guide
Standard ERP workflow statuses, what they mean, and what they affect.
Standard Flow
CREATEDREVIEWEDAPPROVED
Alternate Path
CREATEDorREVIEWEDCANCELLED
CREATED
Created
The transaction is recorded in the system and can still be modified.
- Performer
- Encoder / Creator role
- Editable?
- Yes — full edits still allowed
- Effect
- No accounting or inventory impact yet.
Example forms
Sales OrderPurchase OrderAP Invoice
REVIEWED
Reviewed / Checked
The document has been verified by an authorized reviewer. No further ordinary edits are allowed.
- Performer
- Reviewer / Checker role
- Editable?
- No — only the reviewer can revert for changes
- Effect
- Still pending posting; no GL impact yet.
Example forms
Receiving ReportBank Reconciliation
APPROVED
Approved / Posted
The transaction is authorized and finalized. It can no longer be edited but may still be cancelled depending on system rules.
- Performer
- Approver / Finalizer role
- Editable?
- No — finalized record
- Effect
- Updates GL, inventory, or both depending on the form.
Example forms
AR InvoiceAP PaymentGeneral Journal
CANCELLED
Cancelled
The document is voided, deemed invalid, and excluded from normal processing and reporting.
- Performer
- Authorized canceller (varies by form)
- Editable?
- No
- Effect
- Reverses any posting impact when applicable.
Example forms
Cancelled Sales OrderVoided AR Invoice