State transitions on a vendor invoice

Applies To: Project Operations Core

This article explains the state transitions on a vendor invoice in Microsoft Dynamics 365 Project Operations. The following states are used: Draft, In review, Confirmed, On hold, and Canceled.

The following illustration shows the state transitions.

The following table explains what each state represents in the lifecycle of a vendor invoice in Project Operations.

State	Description	Allowed transitions
Draft	This state is the initial state of a vendor invoice. You can modify the lines and pricing. You can edit and delete a vendor invoice in this state.	In process
In review	This state represents the processing state of a vendor invoice. At least one vendor invoice line has a verification status of In progress.	Confirmed, On hold
Confirmed	This state represents the stage of a vendor invoice where the application creates cost actuals for each vendor invoice line. The application reverses any linked cost actuals that it matched to the vendor invoice lines and replaces them with the cost actuals from those vendor invoice lines. You can't edit or delete a vendor invoice in this state. You can use the Cancel button to cancel a confirmed vendor invoice. The Cancel action reverses the impact of the Confirm action.	Canceled
On hold	This state represents a stage of a vendor invoice where the vendor invoice can't move because of an issue with the invoice or the vendor's status. You can't confirm, cancel, edit, or delete a vendor invoice in this state. You can use the Re-open action to move the vendor invoice to the Draft or In review state. If at least one line on the vendor invoice has a verification status of In progress or Complete, the vendor invoice reopens in the In review state. If all the lines on the vendor invoice have a verification status of Not started, the vendor invoice reopens in the Draft state.	Draft, In review
Canceled	This state represents the stage of a subcontract where actual delivery of materials and work by subcontracted resources is no longer required. A subcontract in this state can't estimate and staff project requirements for resources and materials. You can't reference it on time, expense, and material usage on a project. You can't edit or delete a subcontract in this state.	None