Next Doc Status Matrix Report

This report lists the document statuses that are available for each document status as established through the NextDocStatus rules.

Next Doc Status Matrix

Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.

Filter

  • Doc Type – the document type.  You must select a specific Doc type.

Columns

The report appears as a chart.  On the far right is a column of the status codes that are defined in the NextDocStatus rule group for the Doc type, next to a column with descriptions of the codes.  The remaining columns are the status codes that appear as result values in the NextDocStatus rules.

The chart shows which statuses follow the right-hand statuses.

  • = – same status
  • * – In Process
  • AC – Approved and Closed
  • C – Closed
  • P – Pending

Last updated: October 20, 2016 at 11:39 am;