Document detail
Monitoring e-invoice and e-waybill documents of orders, their generation status, and error explanations.
The Document detail screen shows the e-invoice and e-waybill documents generated for orders and the generation status of these documents. You can check here whether an order's invoice has been issued, at which stage the document is waiting, or why an error occurred. The screen is for viewing only; there is no document creation, resending, or editing.
Accessing the screen
Follow OMS – Order Management › Preparation & Delivery › Document detail. Below the page title, the description Generation status of e-invoice and e-waybill documents. is displayed.
If you do not see it in the menu, your account does not have permission for this screen.
Screen sections
- Filter area: document and order number fields, Detailed filters menu, Clear and Filter buttons.
- List toolbar: Per page selection, total record count (Filter result: … records), refresh icon, and Columns menu.
- Document list and pagination below.
On phones (narrow screens), the same information appears as a card list; details below.
Filtering and searching
| Field | Purpose | Tip |
|---|---|---|
| Document no | Finds a specific e-document by its number. | Always visible. |
| Order no | Lists documents belonging to an order. | Always visible. The fastest way to find an order's invoice. |
| Completed only | When Yes is selected, shows only documents whose generation is completed. | Added from the Detailed filters menu; default is All. Selecting No does not narrow the list; same result as All. |
| Invoiced only | When Yes is selected, shows only invoiced documents. | Added from the Detailed filters menu. Selecting No does not narrow the list. |
After filling fields, press the Filter button or Enter key; the filter is applied only then. If there is an unapplied change, the Filter button appears highlighted. Clear resets all filters and reloads the list.
Filters checked in the Detailed filters menu are remembered in your browser and appear on your next visit. When you uncheck a filter in the menu, its value is also cleared.
The Invoiced only filter applies to each page's own records. Therefore, when this filter is active, you may see fewer rows than the selected page size on a page; this is not an error, check the next pages. For the same reason, total record count and page count are only approximate when this filter is active.
List
| Column | Meaning |
|---|---|
| Document no | E-document number; document ID shown in small text below. This column cannot be hidden. |
| Order no | The order to which the document belongs; order date shown below. |
| Store code | Store related to the document. |
| Document type | Type of document; shown as system code name. |
| Document date | Date and time the document was created. |
| Order status | Although titled so, this column shows the document's generation status (see Statuses). If the document has an error, the error explanation appears in red text below the badge. If no status information is received, No records found is shown on the badge. |
| Invoiced | Yes / No. If unknown, a blank line appears. |
- Default page size is 25; you can select 50 or 100 from Per page.
- From the Columns menu, you can hide or show columns except Document no; your preference is saved in the browser.
- Columns are not sortable; clicking a row does not open a separate page.
Phone view
On narrow screens, documents are listed as cards. Each card shows document number, Invoiced or Not invoiced badge, Order no, Store code, Document type, Document ID, Order status, Document date, and Order date. Status is shown as plain text instead of a colored badge. Error explanation appears below the card in a red box. The refresh icon at top right updates the list.
On phones, Invoiced only and Completed only are toggles applied immediately; for Document no and Order no fields, press Filter. There is no Clear button on phones; clear fields manually and press Filter. Up to 25 cards are shown per page; use Previous and Next buttons to change pages (buttons are hidden if results fit on one page).
Statuses
Document status is shown as received from the system; badge color summarizes the status.
| Badge color | Meaning | Next step |
|---|---|---|
| Green | Document completed successfully. | No action needed. |
| Yellow | Document generation pending. | Refresh the list after some time and check again. |
| Red | Document has error or error explanation. | Read the error text below the badge; forward it to support for resolution. |
| Gray | Other intermediate statuses. | Monitor the status; if it does not change for a long time, notify support. |
Common situations
- The document I am looking for is not in the list. Check if Completed only or Invoiced only filters are set to Yes; documents not yet generated or invoiced are hidden by these filters. Verify the document and order numbers are correct.
- The list says "No records found." No documents match the filters. Reset filters with Clear and try again.
- How do I resend a faulty document? Resending is not possible on this screen. Forward the error explanation and document number to support.
- I selected No but the list did not change. Both filters only filter when set to Yes; selecting No shows all documents.
- The list does not load, an error box appears. Press the Retry button. If the problem persists, forward the Technical detail text in the box to support.
Related screens
- Orders — to find an order when you know the document number.
- Order detail — all information and history of an order.
- Return invoices — invoices issued for returns.
- Using list screens — usage of filters, columns, and pagination.