Reference and Support
Glossary and Status Lifecycles
A reference for common Prospect terms and the meaning of document, finance, stock, and eFaktura states.
Common terms
| Term | Meaning |
|---|---|
| Draft | Editable record without official posting effects. |
| Published | Official operational document; content is read-only and side effects are active. |
| Cancelled | Document whose active effect was reversed through the supported lifecycle. |
| Source document | Earlier record from which lines, quantities, identity, and timeline links were derived. |
| On hand / Reserved / Available | Physical posted stock / committed stock / remaining quantity for new commitments. |
| Open item | Receivable or payable created by a published commercial document. |
| Allocation | Part of a confirmed payment applied to an open item. |
| Reversal | New traceable record that undoes an eligible posted effect. |
| Locked period | Fiscal range protected from ordinary posting and cancellation. |
Typical lifecycles
- Quote: Draft → Published → Accepted, Rejected, Expired, or Cancelled.
- Sales or purchase order: Draft → Published → Partially fulfilled → Fulfilled/Closed, or Cancelled where allowed.
- Invoice: Draft → Published → Partially Paid → Paid, with supported credit/cancellation paths.
- Delivery, receipt, return, count, and other stock documents: Draft → Published/Posted → Cancelled where dependencies allow.
- Payment: confirmed and allocated, then reversed when correction is required.
- eFaktura: local preparation, awaiting signature, signed/submitted, synchronized UJP states, or actionable rejected/failed states.
Labels describe operational state, not necessarily legal acceptance, physical completion, bank settlement, or UJP receipt. Open the record and its timeline for authoritative context.