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Lifecycle states

The 68 documented entities with a fixed status field, and their 130 declared status values.

Many DocTypes carry a status field of type Select — a fixed, source-declared vocabulary of application-level states such as Draft, Open, or Completed. This is a separate, higher-level machine layered on top of the framework’s own docstatus lifecycle (0 Draft / 1 Submitted / 2 Cancelled); see Data model for docstatus itself, which this page does not restate.

A status field and submittability are independent. Source-wide, only 44 of 76 submittable DocTypes carry a status Select, and several non-submittable masters carry one too — status is not a property reserved for transactions. Submittability itself is not a 1 match with this site’s kind T either: the source has 76 submittable DocTypes but the site documents 72 as kind T — Asset Maintenance Log, BOM Update Log and POS Invoice Merge Log are excluded from the 448, and Contract Fulfilment Checklist is submittable but classified C (a child table). The Select options below are listed in source declaration order, not alphabetically, so the table mirrors the pinned upstream release; that order is not evidence of an enforced transition sequence, only of how the field was declared.

All lifecycle entities

Entity Kind Module States Values
Appointment M CRM 3 Open · Unverified · Closed
Asset T Assets 13 Draft · Submitted · Cancelled · Partially Depreciated · Fully Depreciated · Sold · Scrapped · In Maintenance · Out of Order · Issue · Receipt · Capitalized · Work In Progress
Asset Depreciation Schedule T Assets 3 Draft · Active · Cancelled
BOM Creator T Manufacturing 6 Draft · Submitted · In Progress · Completed · Failed · Cancelled
Bank Transaction T Accounts 5 Pending · Settled · Unreconciled · Reconciled · Cancelled
Contract T CRM 4 Unsigned · Active · Inactive · Cancelled
Delivery Note T Stock 8 Draft · To Bill · Partially Billed · Completed · Return · Return Issued · Cancelled · Closed
Delivery Trip T Stock 5 Draft · Scheduled · In Transit · Completed · Cancelled
Driver M Setup 3 Active · Suspended · Left
Dunning T Accounts 4 Draft · Resolved · Unresolved · Cancelled
Email Campaign M CRM 4 Scheduled · In Progress · Completed · Unsubscribed
Employee M Setup 4 Active · Inactive · Suspended · Left
Installation Note T Selling 3 Draft · Submitted · Cancelled
Invoice Discounting T Accounts 5 Draft · Sanctioned · Disbursed · Settled · Cancelled
Issue M Support 5 Open · Replied · On Hold · Resolved · Closed
Job Card T Manufacturing 8 Open · Work In Progress · Partially Transferred · Material Transferred · On Hold · Submitted · Cancelled · Completed
Job Card Operation C Manufacturing 4 Complete · Pause · Pending · Work In Progress
Lead M CRM 9 Lead · Open · Replied · Opportunity · Quotation · Lost Quotation · Interested · Converted · Do Not Contact
Ledger Merge M Accounts 4 Pending · Success · Partial Success · Error
Maintenance Schedule T Maintenance 3 Draft · Submitted · Cancelled
Maintenance Visit T Maintenance 3 Draft · Cancelled · Submitted
Material Request T Stock 11 Draft · Submitted · Stopped · Cancelled · Pending · Partially Ordered · Partially Received · Ordered · Issued · Transferred · Received
Non Conformance M Quality Management 3 Open · Resolved · Cancelled
Opportunity M CRM 6 Open · Quotation · Converted · Lost · Replied · Closed
POS Closing Entry T Accounts 5 Draft · Submitted · Queued · Failed · Cancelled
POS Invoice T Accounts 13 Draft · Return · Credit Note Issued · Consolidated · Submitted · Paid · Partly Paid · Unpaid · Partly Paid and Discounted · Unpaid and Discounted · Overdue and Discounted · Overdue · Cancelled
POS Opening Entry T Accounts 4 Draft · Open · Closed · Cancelled
Payment Entry T Accounts 3 Draft · Submitted · Cancelled
Payment Request T Accounts 8 Draft · Requested · Initiated · Partially Paid · Payment Ordered · Paid · Failed · Cancelled
Pick List T Stock 6 Draft · Open · Partly Delivered · Partially Transferred · Completed · Cancelled
Process Payment Reconciliation T Accounts 7 Queued · Running · Paused · Completed · Partially Reconciled · Failed · Cancelled
Process Period Closing Voucher T Accounts 5 Queued · Running · Paused · Completed · Cancelled
Process Period Closing Voucher Detail C Accounts 5 Queued · Running · Paused · Completed · Cancelled
Production Plan T Manufacturing 8 Draft · Submitted · Not Started · In Process · Completed · Closed · Cancelled · Material Requested
Project M Projects 4 Open · On hold · Completed · Cancelled
Purchase Invoice T Accounts 10 Draft · Return · Debit Note Issued · Submitted · Paid · Partly Paid · Unpaid · Overdue · Cancelled · Internal Transfer
Purchase Order T Buying 9 Draft · On Hold · To Receive and Bill · To Bill · To Receive · Completed · Cancelled · Closed · Delivered
Purchase Receipt T Stock 8 Draft · Partly Billed · To Bill · Completed · Return · Return Issued · Cancelled · Closed
Quality Action M Quality Management 2 Open · Completed
Quality Action Resolution C Quality Management 2 Open · Completed
Quality Inspection T Stock 3 Accepted · Rejected · Cancelled
Quality Inspection Reading C Stock 2 Accepted · Rejected
Quality Meeting M Quality Management 2 Open · Closed
Quality Review M Quality Management 3 Open · Passed · Failed
Quality Review Objective C Quality Management 3 Open · Passed · Failed
Quotation T Selling 8 Draft · Open · Replied · Partially Ordered · Ordered · Lost · Cancelled · Expired
Repost Item Valuation T Stock 6 Queued · In Progress · Completed · Skipped · Failed · Cancelled
Request for Quotation T Buying 3 Draft · Submitted · Cancelled
Sales Forecast T Manufacturing 3 Planned · MPS Generated · Cancelled
Sales Invoice T Accounts 13 Draft · Return · Credit Note Issued · Submitted · Paid · Partly Paid · Unpaid · Unpaid and Discounted · Partly Paid and Discounted · Overdue and Discounted · Overdue · Cancelled · Internal Transfer
Sales Order T Selling 9 Draft · On Hold · To Pay · To Deliver and Bill · To Bill · To Deliver · Completed · Cancelled · Closed
Serial No M Stock 5 Active · Inactive · Consumed · Delivered · Expired
Shipment T Stock 5 Draft · Submitted · Booked · Cancelled · Completed
Stock Closing Entry T Stock 6 Draft · Queued · In Progress · Completed · Failed · Cancelled
Stock Reservation Entry T Stock 8 Draft · Partially Reserved · Reserved · Partially Delivered · Partially Used · Delivered · Cancelled · Closed
Subcontracting Inward Order T Subcontracting 8 Draft · Open · Ongoing · Produced · Delivered · Returned · Cancelled · Closed
Subcontracting Order T Subcontracting 8 Draft · Open · Partially Received · Completed · Material Transferred · Partial Material Transferred · Cancelled · Closed
Subcontracting Receipt T Subcontracting 6 Draft · Completed · Return · Return Issued · Cancelled · Closed
Subscription M Accounts 6 Trialing · Active · Grace Period · Cancelled · Unpaid · Completed
Supplier Quotation T Buying 5 Draft · Submitted · Stopped · Cancelled · Expired
Task M Projects 7 Open · Working · Pending Review · Overdue · Template · Completed · Cancelled
Tax Withholding Entry C Accounts 5 Settled · Under Withheld · Over Withheld · Duplicate · Cancelled
Timesheet T Projects 7 Draft · Submitted · Partially Billed · Billed · Payslip · Completed · Cancelled
Transaction Deletion Record T Setup 5 Queued · Running · Failed · Completed · Cancelled
Warranty Claim M Support 4 Open · Closed · Work In Progress · Cancelled
Work Order T Manufacturing 10 Draft · Submitted · Not Started · In Process · Stock Reserved · Stock Partially Reserved · Completed · Stopped · Closed · Cancelled
Work Order Operation C Manufacturing 3 Pending · Work in Progress · Completed
Workstation M Manufacturing 6 Production · Off · Idle · Problem · Maintenance · Setup

Most common states

State DocTypes
Cancelled 50
Draft 34
Completed 27
Open 19
Submitted 18
Closed 16
Failed 9
Queued 7
Active 6
Return 6

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