Docpage

Phases on Document Pages¶

The following fields are added to all supported document headers (Sales Order, Sales Invoice, Sales Credit Memo, Transfer Order, Posted Sales Invoice, Sales Archive):

• Phase Code – Lookup to Sales Document Phases, filtered by the specific document type.

• Phase Description – Non-editable field. Displays the description from the Sales Document Phases table.

• Phase State – Option field. Displays the phase state based on the last phase change recorded in the log.

• Last Phase Change – Displays the date and time of the most recent phase change.

• Paid – Boolean. Indicates whether the document has been paid (used for automatic phase change logic).

• Include in Phase Management – Boolean.
  Determines whether the document will be processed by the Phase Management report.
  The default value can be configured in Sales & Receivables Setup.

Phases marked as Manual Phase can be selected manually using the Select Phase function.

The function prompts the user to select a phase from the Sales Document Phases page (filtered to show only phases marked as Manual Phase).