6.2 Document Statuses and Cancellations

Check both the document's submission state and its activity Status before deciding whether it is ready for reporting. Some records, such as Weight Record, are saved without a Submit step; others need submission or a Completed status.

Document	Included state / effect
Stock transaction	Submitted, non-cancelled postings establish inventory; drafts do not
Weight Record	Saved, non-cancelled, valid measurements can be used without submission
Livestock Event	Completed activities appear in lifecycle history; Daily Farm Entry initially saves Open
Veterinary Diagnosis	Submitted Completed records support completed treatment history; saved Pending drafts support overdue follow-up
Performance Profile	Submitted profile required for assigned target comparisons
Performance ToDo	Open/Closed/Cancelled represents follow-up status; Active/Cleared/Unknown is separately managed evidence

Correcting records

Open the source document and inspect its linked records.
Use authorized standard edits for editable saved records.
For submitted transactions, follow ERPNext cancellation/amendment rules and posting restrictions.
Recheck stock/valuation, report dates, and dependent records after correction.

Cancelling Veterinary Diagnosis cancels its linked Capitalization Repack before its Medical issue, subject to ERPNext checks. This behavior must not be assumed for every other source document. Review dependent entries explicitly.

Submitted profiles use cancellation/amendment to preserve versions. Reassigning a Batch to another submitted profile changes historical comparisons. Managed performance ToDos cannot be deleted normally because their history prevents duplicate alert episodes; close or cancel them instead.

Vuna Livestock

Correcting records