The My Unprocessed Documents window in iDempiere is a monitoring tool that lists documents still in Drafted status across sales, purchasing, and financial tables. It gives users a single place to review pending work instead of searching each source window.<\/p>\n\n\n\n
It is used in standard business processes wherever documents follow a Draft-to-Complete lifecycle, such as invoicing, ordering, and journal entry.<\/p>\n\n\n\n
Process Flow<\/strong><\/h2>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-MyUnprocessedDocuments-WorkFlow.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- The window lists only records currently in Drafted or unprocessed status across configured document tables.<\/li>\n\n\n\n
- Records shown are restricted to the logged-in user’s Client, Role and Organization access rights.<\/li>\n\n\n\n
- The Processed checkbox reflects whether the underlying document has completed its standard workflow.<\/li>\n\n\n\n
- The Process Now checkbox lets a user trigger completion of the document directly from this window.<\/li>\n\n\n\n
- Sales Transaction indicates whether the source record belongs to a sales-side or purchase-side document.<\/li>\n\n\n\n
- The Active flag follows standard iDempiere logic; inactive records are excluded from normal transaction lists.<\/li>\n\n\n\n
- Document Date and Account Date follow the standard iDempiere accounting date rules for each source table.<\/li>\n\n\n\n
- Selecting a row allows direct navigation (zoom) to the originating document for review or completion.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- User must have an active iDempiere login with a Role that has access to the relevant Client and Organization.<\/li>\n\n\n\n
- The Table and Window Access for the source documents (e.g., Sales Invoice, Sales Order) must be granted to the Role.<\/li>\n\n\n\n
- Underlying documents (invoices, orders, journals, etc.) must already exist in Drafted or unprocessed status.<\/li>\n\n\n\n
- Standard document types and document sequences must be configured for the source tables being monitored.<\/li>\n\n\n\n
- Organization and Warehouse setup must be completed for the entities that generate the unprocessed documents.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Access the Unprocessed Documents Window<\/strong><\/h3>\n\n\n\nThis window gives users a single view of all draft documents awaiting action, avoiding the need to search each source window individually.<\/p>\n\n\n\n
Open the Home page and click the My Unprocessed Documents panel, or search for it from the main menu. The window opens with a list of pending records.<\/p>\n\n\n\n
iDempiere automatically populates the list based on the logged-in user’s Client and Organization access.<\/p>\n\n\n\n
Step 2: Review the Source Document Reference<\/strong><\/h3>\n\n\n\nUsers need to know which table and record the unprocessed entry belongs to before taking action.<\/p>\n\n\n\n
Check the Table and Record ID fields to identify the originating document type and its unique reference in the database.<\/p>\n\n\n\n
The Record ID lets users zoom directly into the originating document window.<\/p>\n\n\n\n
Step 3: Verify Document Identification Details<\/strong><\/h3>\n\n\n\nConfirming the document number and dates ensures the correct record is being reviewed before processing.<\/p>\n\n\n\n
Review the Document No, Document Date, and Account Date to confirm the transaction period and reference.<\/p>\n\n\n\n
Dates default from the source document and follow standard iDempiere accounting date validation.<\/p>\n\n\n\n
Step 4: Check the Document Status<\/strong><\/h3>\n\n\n\nThe status field confirms the current lifecycle stage of the document and whether action is required.<\/p>\n\n\n\n
Review the Document Status field, typically shown as Drafted for records appearing in this list.<\/p>\n\n\n\n![\"TenthPlanet-iDempiere-GeneralRules-MyUnprocessedDocuments\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-GeneralRules-MyUnprocessedDocuments.png\" "\\"\\"")
<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- The window lists only records currently in Drafted or unprocessed status across configured document tables.<\/li>\n\n\n\n
- Records shown are restricted to the logged-in user’s Client, Role and Organization access rights.<\/li>\n\n\n\n
- The Processed checkbox reflects whether the underlying document has completed its standard workflow.<\/li>\n\n\n\n
- The Process Now checkbox lets a user trigger completion of the document directly from this window.<\/li>\n\n\n\n
- Sales Transaction indicates whether the source record belongs to a sales-side or purchase-side document.<\/li>\n\n\n\n
- The Active flag follows standard iDempiere logic; inactive records are excluded from normal transaction lists.<\/li>\n\n\n\n
- Document Date and Account Date follow the standard iDempiere accounting date rules for each source table.<\/li>\n\n\n\n
- Selecting a row allows direct navigation (zoom) to the originating document for review or completion.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- User must have an active iDempiere login with a Role that has access to the relevant Client and Organization.<\/li>\n\n\n\n
- The Table and Window Access for the source documents (e.g., Sales Invoice, Sales Order) must be granted to the Role.<\/li>\n\n\n\n
- Underlying documents (invoices, orders, journals, etc.) must already exist in Drafted or unprocessed status.<\/li>\n\n\n\n
- Standard document types and document sequences must be configured for the source tables being monitored.<\/li>\n\n\n\n
- Organization and Warehouse setup must be completed for the entities that generate the unprocessed documents.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Access the Unprocessed Documents Window<\/strong><\/h3>\n\n\n\nThis window gives users a single view of all draft documents awaiting action, avoiding the need to search each source window individually.<\/p>\n\n\n\n
Open the Home page and click the My Unprocessed Documents panel, or search for it from the main menu. The window opens with a list of pending records.<\/p>\n\n\n\n
iDempiere automatically populates the list based on the logged-in user’s Client and Organization access.<\/p>\n\n\n\n
Step 2: Review the Source Document Reference<\/strong><\/h3>\n\n\n\nUsers need to know which table and record the unprocessed entry belongs to before taking action.<\/p>\n\n\n\n
Check the Table and Record ID fields to identify the originating document type and its unique reference in the database.<\/p>\n\n\n\n
The Record ID lets users zoom directly into the originating document window.<\/p>\n\n\n\n
Step 3: Verify Document Identification Details<\/strong><\/h3>\n\n\n\nConfirming the document number and dates ensures the correct record is being reviewed before processing.<\/p>\n\n\n\n
Review the Document No, Document Date, and Account Date to confirm the transaction period and reference.<\/p>\n\n\n\n
Dates default from the source document and follow standard iDempiere accounting date validation.<\/p>\n\n\n\n
Step 4: Check the Document Status<\/strong><\/h3>\n\n\n\nThe status field confirms the current lifecycle stage of the document and whether action is required.<\/p>\n\n\n\n
Review the Document Status field, typically shown as Drafted for records appearing in this list.<\/p>\n\n\n\n<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- User must have an active iDempiere login with a Role that has access to the relevant Client and Organization.<\/li>\n\n\n\n
- The Table and Window Access for the source documents (e.g., Sales Invoice, Sales Order) must be granted to the Role.<\/li>\n\n\n\n
- Underlying documents (invoices, orders, journals, etc.) must already exist in Drafted or unprocessed status.<\/li>\n\n\n\n
- Standard document types and document sequences must be configured for the source tables being monitored.<\/li>\n\n\n\n
- Organization and Warehouse setup must be completed for the entities that generate the unprocessed documents.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Access the Unprocessed Documents Window<\/strong><\/h3>\n\n\n\nThis window gives users a single view of all draft documents awaiting action, avoiding the need to search each source window individually.<\/p>\n\n\n\n
Open the Home page and click the My Unprocessed Documents panel, or search for it from the main menu. The window opens with a list of pending records.<\/p>\n\n\n\n
iDempiere automatically populates the list based on the logged-in user’s Client and Organization access.<\/p>\n\n\n\n
Step 2: Review the Source Document Reference<\/strong><\/h3>\n\n\n\nUsers need to know which table and record the unprocessed entry belongs to before taking action.<\/p>\n\n\n\n
Check the Table and Record ID fields to identify the originating document type and its unique reference in the database.<\/p>\n\n\n\n
The Record ID lets users zoom directly into the originating document window.<\/p>\n\n\n\n
Step 3: Verify Document Identification Details<\/strong><\/h3>\n\n\n\nConfirming the document number and dates ensures the correct record is being reviewed before processing.<\/p>\n\n\n\n
Review the Document No, Document Date, and Account Date to confirm the transaction period and reference.<\/p>\n\n\n\n
Dates default from the source document and follow standard iDempiere accounting date validation.<\/p>\n\n\n\n
Step 4: Check the Document Status<\/strong><\/h3>\n\n\n\nThe status field confirms the current lifecycle stage of the document and whether action is required.<\/p>\n\n\n\n
Review the Document Status field, typically shown as Drafted for records appearing in this list.<\/p>\n\n\n\n<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Access the Unprocessed Documents Window<\/strong><\/h3>\n\n\n\nThis window gives users a single view of all draft documents awaiting action, avoiding the need to search each source window individually.<\/p>\n\n\n\n
Open the Home page and click the My Unprocessed Documents panel, or search for it from the main menu. The window opens with a list of pending records.<\/p>\n\n\n\n
iDempiere automatically populates the list based on the logged-in user’s Client and Organization access.<\/p>\n\n\n\n
Step 2: Review the Source Document Reference<\/strong><\/h3>\n\n\n\nUsers need to know which table and record the unprocessed entry belongs to before taking action.<\/p>\n\n\n\n
Check the Table and Record ID fields to identify the originating document type and its unique reference in the database.<\/p>\n\n\n\n
The Record ID lets users zoom directly into the originating document window.<\/p>\n\n\n\n
Step 3: Verify Document Identification Details<\/strong><\/h3>\n\n\n\nConfirming the document number and dates ensures the correct record is being reviewed before processing.<\/p>\n\n\n\n
Review the Document No, Document Date, and Account Date to confirm the transaction period and reference.<\/p>\n\n\n\n
Dates default from the source document and follow standard iDempiere accounting date validation.<\/p>\n\n\n\n
Step 4: Check the Document Status<\/strong><\/h3>\n\n\n\nThe status field confirms the current lifecycle stage of the document and whether action is required.<\/p>\n\n\n\n
Review the Document Status field, typically shown as Drafted for records appearing in this list.<\/p>\n\n\n\n<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
This window gives users a single view of all draft documents awaiting action, avoiding the need to search each source window individually.<\/p>\n\n\n\n
Open the Home page and click the My Unprocessed Documents panel, or search for it from the main menu. The window opens with a list of pending records.<\/p>\n\n\n\n
iDempiere automatically populates the list based on the logged-in user’s Client and Organization access.<\/p>\n\n\n\n
Step 2: Review the Source Document Reference<\/strong><\/h3>\n\n\n\nUsers need to know which table and record the unprocessed entry belongs to before taking action.<\/p>\n\n\n\n
Check the Table and Record ID fields to identify the originating document type and its unique reference in the database.<\/p>\n\n\n\n
The Record ID lets users zoom directly into the originating document window.<\/p>\n\n\n\n
Step 3: Verify Document Identification Details<\/strong><\/h3>\n\n\n\nConfirming the document number and dates ensures the correct record is being reviewed before processing.<\/p>\n\n\n\n
Review the Document No, Document Date, and Account Date to confirm the transaction period and reference.<\/p>\n\n\n\n
Dates default from the source document and follow standard iDempiere accounting date validation.<\/p>\n\n\n\n
Step 4: Check the Document Status<\/strong><\/h3>\n\n\n\nThe status field confirms the current lifecycle stage of the document and whether action is required.<\/p>\n\n\n\n
Review the Document Status field, typically shown as Drafted for records appearing in this list.<\/p>\n\n\n\n<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Confirming the document number and dates ensures the correct record is being reviewed before processing.<\/p>\n\n\n\n
Review the Document No, Document Date, and Account Date to confirm the transaction period and reference.<\/p>\n\n\n\n
Dates default from the source document and follow standard iDempiere accounting date validation.<\/p>\n\n\n\n
Step 4: Check the Document Status<\/strong><\/h3>\n\n\n\nThe status field confirms the current lifecycle stage of the document and whether action is required.<\/p>\n\n\n\n
Review the Document Status field, typically shown as Drafted for records appearing in this list.<\/p>\n\n\n\n<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/figure>\n\n\n\nOnly documents that have not reached a completed or closed status appear in this list.<\/p>\n\n\n\n
Step 5: Complete or Process the Document<\/strong><\/h3>\n\n\n\nProcessing the document moves it through the standard iDempiere document lifecycle and updates related records.<\/p>\n\n\n\n
Select Process Now to trigger the standard Complete action, or open the source document to process it manually.<\/p>\n\n\n\n
Checking Process Now runs the same Document Action logic used in the source window, subject to standard validations.<\/p>\n\n\n\n
Step 6: Confirm Transaction Type and Active Status<\/strong><\/h3>\n\n\n\nThese flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
These flags help users distinguish sales-side documents from purchase-side documents and confirm the record is still valid.<\/p>\n\n\n\n
Review the Sales Transaction checkbox to identify the transaction direction, and confirm Active is checked for valid records.<\/p>\n\n\n\n
After completing the configuration, the window is ready for use in standard iDempiere transactions.<\/p>\n\n\n\n
Field Reference<\/strong><\/h2>\n\n\n\nThe table below consolidates every field visible on the My Unprocessed Documents window.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client (Tenant) that owns the unprocessed record.<\/td><\/tr> Organization<\/td> Chennai Store<\/td> Business unit or store where the document originated.<\/td><\/tr> Table<\/td> C_Invoice_Invoice<\/td> Source database table generating the unprocessed record.<\/td><\/tr> Record ID<\/td> 1000019_12\/28\/2025_295.0<\/td> Unique identifier linking back to the source document.<\/td><\/tr> Document No<\/td> 1000019<\/td> System or manually assigned reference number of the document.<\/td><\/tr> Document Date<\/td> 12\/28\/2025<\/td> Date the transaction was created.<\/td><\/tr> Account Date<\/td> 12\/28\/2025<\/td> Date used for accounting and financial posting.<\/td><\/tr> Document Status<\/td> Drafted<\/td> Current lifecycle stage of the source document.<\/td><\/tr> Processed<\/td> Unchecked<\/td> Indicates whether the document has completed processing.<\/td><\/tr> Process Now<\/td> Unchecked<\/td> Triggers the standard Complete action from this window.<\/td><\/tr> Sales Transaction<\/td> Unchecked<\/td> Indicates whether the record is a sales-side document.<\/td><\/tr> Active<\/td> Checked<\/td> Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Document does not disappear from the list after processing<\/td> The Processed flag has not been refreshed or the underlying document failed to complete<\/td> Refresh the window and verify the source document status is Completed<\/td><\/tr> Expected document is missing from the list<\/td> User’s Role does not have access to the Organization or Table of that document<\/td> Grant the required Organization and Table Access to the user’s Role<\/td><\/tr> Process Now does not complete the document<\/td> Mandatory fields on the source document are missing or a standard validation failed<\/td> Open the source document and resolve the validation error before reprocessing<\/td><\/tr> Record ID appears as a combined text string<\/td> This is standard behaviour combining key values from the source table<\/td> Use the zoom action to open the actual source document instead of reading the raw ID<\/td><\/tr> Duplicate-looking entries for the same Document No<\/td> Multiple related records (e.g., invoice lines or schedules) reference the same header<\/td> Confirm each row against its Table and Record ID before taking action<\/td><\/tr> Account Date differs from Document Date<\/td> The accounting period differs from the transaction date per standard date logic<\/td> Verify the correct accounting period is open before processing<\/td><\/tr> Window loads with no records<\/td> All documents for the user’s Client and Organization are already processed<\/td> This is expected behaviour; no action is required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Sales Invoice window \u2013 review and complete invoice-related unprocessed documents.<\/li>\n\n\n\n
- Sales Order window \u2013 review and complete order-related unprocessed documents.<\/li>\n\n\n\n
- Payment window \u2013 process related unprocessed payment allocations.<\/li>\n\n\n\n
- GL Journal window \u2013 review unprocessed general ledger entries.<\/li>\n\n\n\n
- Document Action \/ Workflow Activities \u2013 track approval status of related documents.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Learn how the My Unprocessed Documents window in iDempiere helps users track and complete draft business documents. Introduction The My […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22504","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22504"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22504\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Field<\/strong><\/td>| Sample Value<\/strong><\/td> | Description<\/strong><\/td><\/tr><\/thead> | Tenant<\/td> | POTS<\/td> | Client (Tenant) that owns the unprocessed record.<\/td><\/tr> | Organization<\/td> | Chennai Store<\/td> | Business unit or store where the document originated.<\/td><\/tr> | Table<\/td> | C_Invoice_Invoice<\/td> | Source database table generating the unprocessed record.<\/td><\/tr> | Record ID<\/td> | 1000019_12\/28\/2025_295.0<\/td> | Unique identifier linking back to the source document.<\/td><\/tr> | Document No<\/td> | 1000019<\/td> | System or manually assigned reference number of the document.<\/td><\/tr> | Document Date<\/td> | 12\/28\/2025<\/td> | Date the transaction was created.<\/td><\/tr> | Account Date<\/td> | 12\/28\/2025<\/td> | Date used for accounting and financial posting.<\/td><\/tr> | Document Status<\/td> | Drafted<\/td> | Current lifecycle stage of the source document.<\/td><\/tr> | Processed<\/td> | Unchecked<\/td> | Indicates whether the document has completed processing.<\/td><\/tr> | Process Now<\/td> | Unchecked<\/td> | Triggers the standard Complete action from this window.<\/td><\/tr> | Sales Transaction<\/td> | Unchecked<\/td> | Indicates whether the record is a sales-side document.<\/td><\/tr> | Active<\/td> | Checked<\/td> | Confirms the record is valid and available for standard processing.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n | Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
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