The Manage Sales Documents app provides a comprehensive set of status fields to help you monitor and act on sales documents at a glance. These fields are available at two levels: header level and item level. Understanding what each field represents helps you quickly identify bottlenecks, compliance issues, or incomplete data in your sales process.
Header-Level Status Fields
Header-level fields reflect the overall state of the sales document. Fields marked “(All Items)” aggregate the states of all items into a single indicator. Fields marked “(Header)” or with no suffix represent the state of the header itself, independent of individual items.
| Group | Field | Description |
| Processing Status | Overall Status (All Items) | Rolled-up processing status across all items |
| Processing Status | Delivery Status (All Items) | Rolled-up delivery progress |
| Processing Status | Credit Status | Customer credit check result |
| Processing Status | Rejection Status (All Items) | Whether any items have been rejected |
| Processing Status | Approval Status | Approval workflow status |
| Processing Status | Overall Block Status | Combined block status across all dimensions |
| Processing Status | Down Payment Status (All Items) | Down payment fulfillment status |
| Processing Status | Order-Related Billing Status (All Items) | Billing progress for order-related items |
| Processing Status | Purchase Order Confirmation Sts (Items) | Customer PO confirmation status |
| Block Status | Billing Block Status (Header) | Whether a billing block is active |
| Block Status | Delivery Block Status (Header) | Whether a delivery block is active |
| Block Status | Overall Supply Block Status | Supply chain block at header level |
| Completion Status | Incompletion Status (Header) | Whether required header fields are missing |
| Product Compliance Status | Product Marketability Status (All Items) | Chemical compliance check |
| Product Compliance Status | Dangerous Goods Status (All Items) | Dangerous goods check result |
| Product Compliance Status | Safety Data Sheet Status (All Items) | Safety data sheet availability |
| Product Compliance Status | Embargo Status (All Items) | Trade compliance embargo check |
| Product Compliance Status | Legal Control Status (All Items) | Legal control check result |
| Product Compliance Status | Screening Status (All Items) | Sanctioned party list screening result |
Item-Level Status Fields
Item-level fields reflect the state of each individual line in the sales document. They give you granular visibility when the header-level view is not enough — for example, when only specific items are affected by a block or compliance issue.
| Group | Field | Description |
| Processing Status | Overall Status (Item) | Processing status of the individual item |
| Processing Status | Delivery Status (Item) | Delivery progress for this item |
| Processing Status | Delivery Confirmation Status | Whether delivery has been confirmed for the item |
| Processing Status | Rejection Status (Item) | Whether this item has been rejected |
| Processing Status | Down Payment Status (Item) | Down payment status for this item |
| Processing Status | Order-Related Billing Status (Item) | Billing progress for this item |
| Processing Status | Purchase Order Confirmation Sts (Item) | Customer PO confirmation status |
| Block Status | Delivery Block Status (Item) | Whether the item is blocked for delivery |
| Block Status | Billing Block Status (Item) | Whether a billing block is active on the item |
| Block Status | Supply Block Status | Whether a supply block is active on the item |
| Completion Status | Incompletion Status (Item) | Whether required item fields are missing |
| Product Compliance Status | Product Marketability Status (Item) | Chemical compliance for this item |
| Product Compliance Status | Dangerous Goods Status (Item) | Dangerous goods check for this item |
| Product Compliance Status | Safety Data Sheet Status (Item) | Safety data sheet status for this item |
| Product Compliance Status | Embargo Status (Item) | Embargo check for this item |
| Product Compliance Status | Legal Control Status (Item) | Legal control check for this item |
| Product Compliance Status | Screening Status (Item) | Sanctioned party list screening for this item |
Header vs. Item — When to Use Which
Both levels are available as filter fields and table columns in the app. Choosing the right level depends on the question you are trying to answer.
| Header-Level Fields | Item-Level Fields | |
| What they reflect | State of the header itself, or aggregated across all items for fields marked “(All Items)” | State of an individual line, which may itself reflect the cumulative state of its schedule lines |
| Best for | High-level overview and list filtering | Drilling into specific line issues |
Example 1: Header and Item pair — Delivery Block
The Delivery Block Status (Header) and Delivery Block Status (Item) are independent fields that serve different purposes. There are three scenarios to be aware of:
- Header-level block — The block reason is set at the header level. Use Delivery Block Status (Header) to filter for these documents and check the header block reason field to understand why.
Header Delivery Block Status on header level
Header Delivery Block Status on item level
Header Delivery Block Status on schedule line level
- Item-level block due to a schedule line reason — The item's delivery block status is a cumulative reflection of its schedule lines. If a block reason is set on a schedule line, the item will appear blocked. To find the reason, you need to navigate into the schedule line details — the reason is not visible at the item level.
Item Delivery Block Status on item level
Item Delivery Block Status on schedule line level
- Item-level block with no reason — An item can show a blocked delivery status even when no block reason is set anywhere. This happens when the item category is not delivery-relevant (for example, text items or service items). In this case, the blocked status is by design and does not indicate a problem to resolve.
Item Delivery Block Status on schedule line level with empty block reason because in this case item category CBTA is not relevant to delivery.
Example 2: “All Items” and Item pair — Rejection Status
The header Rejection Status (All Items) rolls up the rejection state across all lines — it shows Partially Rejected when some items are rejected while others remain active, and Fully Rejected when all items have been rejected. To find out which specific items were rejected and act on them individually, use the item-level Rejection Status (Item) when navigating into the document.
Partially rejected documents on header level – status for all items
Partially rejected documents on item and schedule line level – status for all items and individual item
Everything rejected documents on header level – status for all items
Everything rejected documents on item and schedule line level – status for all items and individual item
How to Use These Fields in the App
All status fields are available in two places:
- Filter Bar — Add any status field as a filter to narrow down your list of sales documents.
- Table Columns — Use the column settings to display status fields alongside your documents for at-a-glance monitoring.
To add a field, click Adapt Filters in the filter bar or the Settings icon on the table, then search for the field by its label.
