Appendix B — Status machines

Stock movement   draft ──post──▶ posted (immutable)        draft ──▶ cancelled
BOM              draft ──▶ released ──▶ obsolete            (releasing a revision obsoletes the previous one)
Work order       draft ──▶ released ──▶ in_progress ──▶ completed ──▶ closed       draft/released ──▶ cancelled
Routing step     pending ──▶ running ──▶ done (in order)
Sales order      draft(QT) ──▶ sent ──▶ confirmed(SO, reserves) ──▶ fulfilled      draft/sent/confirmed ──▶ cancelled
Purchase order   draft ──▶ sent ──▶ received (by receiving the last quantity)       draft/sent ──▶ cancelled
Lead             new ──▶ contacted ──▶ qualified ──convert──▶ converted      new/contacted/qualified ──▶ unqualified
Opportunity      qualification ──▶ proposal ──▶ negotiation ──▶ won | lost     (a confirmed order wins the deal)
Shipment         draft ──ship──▶ shipped (posts ISS, fulfils the order)       draft ──▶ cancelled
Invoice          draft ──issue──▶ issued ──▶ partially_paid ──▶ paid          draft/issued/partially_paid ──▶ void
Vendor bill      draft ──approve──▶ approved ──▶ partially_paid ──▶ paid      draft/approved/partially_paid ──▶ void
NCR              open ──▶ under_review ──▶ corrective_action ──▶ closed       closed ──▶ open
CAPA             open ──▶ in_progress ──▶ verified ──▶ closed                 closed ──▶ open
Schedule run     running ──▶ success | failed ; stale runs retried after 15 min
Import           draft ──▶ validated ──▶ running ──▶ done | failed | cancelled
Outbound e-mail  queued ──▶ sending ──▶ sent | bounced ; final failure ──▶ awaiting_decision ──▶ sent (Zudo Works / retry) | sent_manually
Mail sender      active ◀──▶ needs_reconnect (auth failure) ; disconnect deletes
Custom form      active ◀──▶ archived ; delete cascades
Tenant           trial → active (paid) ; past_due → suspended ; cancelled → purged after 30 days

Document prefixes: RCV receipt, ISS issue, TRF transfer, ADJ adjustment, JIS job issue, JRT job return, JOB work order, QT quote, SO sales order, PO purchase order, DN delivery note, INV invoice, PAY payment, BILL vendor bill, VPAY vendor payment, INS inspection, NCR non-conformance report, CAPA corrective / preventive action.

Last updated 2026-11-03