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Document revision automatically changed from Preliminary to Released status

  • 3 October 2023
  • 3 replies
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A
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Hello,
 I'm using document management in APP10
When I send an instant invoice using message class INVOIC, media code E-INVOICE, the image of the invoice is automatically attached in Attachments /Documents 
The document revision for such invoice is in Released status, because it is automatically changed from Preliminary to Approved and then Released.
Why does the document revision not remain in the Preliminary status?
There is no approval template or event action 
Is this an intended behavior of the application?
Is it a matter of setup?
Best regards,
Aneta

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Best answer by lisvse 4 October 2023, 09:26

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3 replies

Mathias Dahl
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You are right in that a document has the status Preliminary when it's created.

Here, it's most probably some business logic in IFS Finance module, in their invoice flow, that approves and releases the document. It's not something that Docman does automatically.

@lisvse, perhaps you can verify?

/Mathias
lisvse
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Userlevel 5
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Hi, 

The image of the sent instant invoice will be checked into IFS/Document Management and status  set to Released. This is the designed functionality and has worked like this since we developed the E-invoice solution back in 2009. 

Best regards, 

Linda

A
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Userlevel 5
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Thank you, Mathias and Linda, for your prompt response :-)

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