Statuses and events for batches and documents

As batches and documents move through the system, they are assigned statuses. Generally, the status indicates which processes a batch has gone through and its error level or lack of errors.

Batch statuses

Document statuses

Batch status	Document status	Event	Description
Preprocessing in progress			The image was received and a batch was created in the repository. Before the batch is ready the be processed it passes a validation step.
		Input validation failed	The input validation failed. This can be caused by a corrupt file for example.
		Created	The batch has passed the validation steps, been split to documents and all the documents have been created in the repository. The batch is ready to send to next step.
Manual separation			The batch is waiting to be separated manually. This status is only available if Separation services are enabled.
	Document pending manual separation		The document is waiting to be separated manually. This status is only available if Separation services are enabled.
Pending process start			The batch successfully passed the input validation and is ready to be processed.
Classification in progress			Classification of the batch has started.
Extraction in progress			The extraction service is currently processing the batch.
		Document created	A document has been created by Tungsten AP Essentials.
	Extraction in progress		The extraction service is currently processing the document.
		Document extracted	The document has been extracted successfully. This event causes the document to change it status to Pending manual validation.
		Document extraction failed	Tungsten AP Essentials failed to interpret the document.
Extraction failed			The extraction process failed. There are several options to consider when an extraction fails. You can, for example, remove problem invoices from the batch or delete the entire batch and resubmit it.
Pending manual verification			The batch was extracted and is ready for manual correction if necessary.
	Pending manual verification		The document was extracted and is ready for manual correction if necessary.
		Input validation failed	The document has been verified and is complete and will go to the next state.
		Document deleted	The document has been deleted by a user.
Validation in progress			The batch contains one or more documents with the Document validation in progress status.
	Document validation in progress		Automatic validation retries are being performed on the document. This can happen, for example, if a document fails the 3-way matching validation, and it is on hold.
Rejected during verification	Rejected during verification		The document has been rejected by the user.
Request for information	Request for information		Someone posted a question to the document.
Pending resume output	Document pending resume output		All batches and documents receive this status when an account is paused.
Pending export			The batch was verified and is ready for export to the target system.
	Ready for export		The document is waiting to be exported to the target system. If you keep batches together, documents are not sent to the target system until all of the documents in the batch are completely verified or approved.
Export in progress			The batch is currently being exported.
	Export in progress		The export of the document started. Documents stay in this status until the document is sent to the target system. The amount of time a document stays in this status can vary depending on your settings and internal procedures. For example, if you use AP Essentials Connect to download documents locally, and it is not running as a service, documents remain in this status until you manually run AP Essentials Connect. Additionally, if you keep batches together, none of the documents are not sent to the target system until all documents in the batch are completely verified. In this case, one document could delay the export of the entire batch.
		Document exported	The export succeeded.
		Document export postponed	A document receives this status if the export of other documents in the same batch failed, and the user does not want to export partial batches.
	Document sent to storage		This status is only available when the Storage service is enabled.
	Document export failed		The document export failed.
Export failed			The export activity failed. This status is triggered, for example, if the target system does not respond. If this happens, you can open the batch in the document list view to see details about what went wrong.
Approval in progress			Documents in the batch are in approval workflow activities. During this step, documents in the batch are processed as separate entities.
	Document Validation in progress		Automatic validation retries are being performed on the document. This can happen, for example, if a document fails the 3-way matching validation, and it is on hold.
	Ready for registration		The document is ready to enter the approval workflow process.
	Pending batch registration		The document is waiting for other documents in the same batch to be registered in the target system.
Pending batch registration			The batch is ready for registration. All documents in the batch have the Pending batch registration status and are waiting to be registered in the target system. Documents can only wait in this state when Keep batch together is selected.
Registration in progress	Registration in progress		The registration phase in the approval workflow started.
Registration check succeeded		Registration check succeeded	The registration check was successful.
		Document validation failed	One or more Tungsten AP Essentials validation rules failed.
		ERP registration called	Tungsten AP Essentials sent a registration request to the target system.
		ERP registration result received	Tungsten AP Essentials received the result of the registration request from the target system.
		Registration succeeded	The registration of the invoice succeeded.
		Registration failed	The registration failed. The automatic workflow stops until the problem is corrected.
		Document registration failed	Registration in the target system failed
		Ready for approval	The document is ready for the approval workflow and has the Ready for approval status.
		Document registration callback failed	The registration callback from Tungsten AP Essentials to the target system.
	Document pending approval		The Document pending approval event was triggered and the document is ready for approval.
	Approval in progress		The document is in the approval process in the workflow.
		Waiting for user action	The document is assigned to a user and is waiting for an action by the user.
		Document approved	The document has been approved by a user.
		Approval succeeded	The document has been approved by all users in the workflow.
		Rejected in approval	The document was rejected during approval.
		Request for information	Someone posted a question to the document.
	Ready for post		The Approval succeeded event was triggered and the document is ready for final posting.
		Posting started	The posting process started.
	Pending batch posting		The document is waiting for other documents in the same batch. Documents can only wait in this state when Keep batch together is selected.
Pending batch posting			The batch is ready for registration. All documents in the batch have the Pending batch posting status. Documents can only wait in this state when Keep batch together is selected.
Post in progress	Post in progress		The final posting started. This status is set when the Posting started event is received.
		Post succeeded	The document has been posted successfully.
		Post failed	The post failed. This event changes the document status to Pending correction.
	Pending correction		The document must be manually corrected for a number of reasons such as: Document registration fails in the target system. The target system rejects the document. Document post fails in the target system. The document fails validation rules. The next approver in the workflow was removed or cannot be determined. Optionally, when a new supplier is created during verification.
		Correction started	The correction process started.
	Correction in progress		Document correction is in progress. This happens when a correction trigger assigns a document to a workflow.
		Correction succeeded	The document correction succeeded.
		Correction failed	The document correction failed.
Successfully processed			The final positive status of the batch. If Workflow services are enabled, the batch gets this status after the last document passes the final approval workflow stage.
Rejected			The batch was rejected by a user.
Batch delete in progress			The batch deletion process has begun.
Delete in progress	Document delete in progress		The document deletion process has begun.
Delete in progress	Document delete failed		The document was not deleted from the target system. Users with the Access MANAGE and Delete documents privileges can try to delete the document again in the document list view.
Batch deleted			The batch was deleted by a user.
	Document deleted		The document was deleted.