SOV Document Status

This entry is part 7 of 31 in the series Focus Guide - Schedule of Values (SOV) Billing

The Status field on the Pay Application document controls the status of the SOV workbook. Once you change the status to Draft, you will get all the status choices.

Status Purpose
In Process You can edit the Pay Application document and the SOV workbook.
Draft
Printed
You can edit the Pay Application document, but the SOV workbook is read only for reviews. The data in the SOV workbook will be in the exact state as when last saved. You must return the status to In Process if you want to edit the SOV workbook. You can create a new Pay Application document.
Invoiced The Pay Application document and SOV workbook are read only. The document status is either locked or allows only a change to Completed (if you have the proper access level). You can create a new Pay Application document. If integrated, SOV data is exported to the accounting system.
Completed

Canceled

The Pay Application document and SOV workbook are read only. The document is considered “closed”.

 

When the SOV workbook is read only, a red asterisk appears to the right of the App. No.

Note: Since In Process is the only status allowing you to make changes to the SOV workbook, make sure the Pay Application document status is In Process if you need to make a change in the corresponding SOV workbook.

 

Series Navigation<< Creating Pay ApplicationsCreating Subsequent Pay Applications >>