Lifecycle and Statuses
The lifecycle of a PR is governed by a strict state machine. Overall editability of the document is only permitted in the Draft and Open statuses.
Preparation Phase:
-
Draft: The initial status when at least one material position is in an incomplete status, or there is at least one mandatory header attribute not present.
-
Open: All positions are in a complete status. From here, the request can move to Confirmed or Authorization Pending depending on threshold evaluations. Also all mandatory header attributes are present.
Authorization and Confirmation Phase:
-
Confirmed: All positions are completed, and the user has confirmed the request below the threshold (or it has been authorized). The PR is ready to be sent to the integration layer.
-
Authorization Pending: All positions are completed, but the request exceeds the threshold and has been submitted to Delegated Managers for approval.
-
Authorization Refused: The supervisor/delegated manager has denied the request.
Integration Phase (ERP/External System Transmission):
-
Successfully Sent: The request was sent with no errors, and the external system has taken over. All positions are in a “Sent” status. “Cancelled” position are not considered.
-
Sent with Errors: Transmission failed due to an ERP error, technical error, or reached the maximum retry attempts. At leas one position has “In Error” Status. “Cancelled” position are not considered.
Fulfillment Phase:
These final statuses depend on the external system's delivery communication:
-
Fully Satisfied: The external system has communicated the delivery of all requested materials. All positions are in a “Fully delivered” status. “Cancelled” position are not considered.
-
Partially Satisfied: The external system communicated the delivery of only some materials. At least one position is in a “Partially delivered” status. “Cancelled” position are not considered.
-
Not Satisfied: The external system reported that it was unable to deliver any of the requested materials. All positions are in a “Not delivered” status. “Cancelled” position are not considered.
Cancellation Phase:
-
Pending Cancellation: A manual cancellation has been requested for a PR previously transmitted to the external system, and it is awaiting a response.
-
Cancelled: A final, terminal status reached manually or via the external system. All positions are in a “Cancelled” status.
State Diagram and Transitions
Header's Lifecycle and Statuses - FSM (Product) - Confluence.pdf