Skip to content

Phase management

Phase Management

Phase Management is implemented as a report (usually executed via job queue) that checks all documents.
If all defined conditions are met, the document phase is switched to the next applicable phase.

If multiple phases satisfy the conditions, the document is assigned the first applicable phase in alphabetical order according to the phase code.

The phase change is determined by the following criteria:

  • The current phase is included in the Previous Phase Filter field of the new phase.

  • The Reason Code Filter corresponds to the Reason Code on the document
    (note: the Reason Code is added to the Transfer Order Header by this app).

  • The Payment Method Code Filter corresponds to the Payment Method Code on the document.

  • Additional conditions can be defined by specific Phase Types.

  • The Payment Confirmed filter corresponds to the Paid status on the document (Sales Header only).

  • Phases with Exclude from Phase Management set to True are skipped.

Phase Type

Phase types are used when it is required to set additional conditions for switching phases. There are no available phase types in base app. However, it is possible to create custom types by other applications. This allows other applications to identify and switch phases as needed.