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Target Document Flow
Platform document lifecycle: statuses, transitions, Actions menus, and UI sync across all modules.
…m creation through completion: statuses, valid transitions, Actions menu rules, and what the UI refreshes after every successful or failed action. This guide is…ETA Document Flow
E-Invoices, E-Receipts, and E-Received Invoices — statuses, transitions, Actions menu rules, and sync behavior.
…aActionPolicy in the shared library. The same rules disable Actions in Blazor (EtaActionGate / EtaActionMenuItem) and reject illegal calls on the API. This guid…AR Document Flow
AR invoice, credit note, and payment lifecycles with statuses and actions.
Accounts Receivable Document Flow Customer receivables documents use AR domain statuses. ETA sent e-invoices are a separate compliance track…Purchasing Document Flow
PR → RFQ → PO → GRN → Return — statuses, approvals, Actions menus, and Document flow timeline.
…ng documents use domain transition methods and status-gated Actions menus. Cross-document lineage uses the Document flow dialog (DocumentFlowDialog → GetDocumen…Material Control Document Flow
Inventory requisitions, issues, transfers, and counts — statuses and actions.
…Some transitions use inline row buttons rather than a full Actions dropdown. Hub: Target Document Flow. Overview: Material Control. <details class="egk-flow-se…AP Document Flow
AP invoice statuses, submit/approve/reject/cancel/pay actions, and UI synchronization.
…d cancel</p <details class="egk-flow-section" open <summary Actions — enabled when</summary <div class="egk-action-matrix" Action Enabled when (domain) Disabled…Fixed Assets Document Flow
Place in service, depreciate, transfer, dispose, and write-off — status-gated Actions.
…rite off</p <details class="egk-flow-section" open <summary Actions menu (Assets grid)</summary Action (localized key) Enabled when Disabled when --- --- --- Pl…Legal Document Flow
Matter documents, contracts, and time-entry review statuses and actions.
…, and time entries with explicit enums. There is no MudMenu Actions list and no ETA Decline Rejection / Decline Cancellation. Hub: Target Document Flow. Overvie…CMS Document Flow
Page Draft → InReview → Approved → Published / Scheduled / Archived with Publish and Approve actions.
…ils class="egk-flow-section" open <summary Pages list — row actions (actual UI)</summary <div class="egk-action-matrix" Control (UI) Enabled when Behavior --- -…GL Document Flow
Journal entry Draft → Posted → Voided / Reversed with posting actions and sync rules.
General Ledger Document Flow Journal entries are the ledger documents other modules post into. Status is enforced on JournalEntry. Batches a…Vehicle Management
Fleet operations with trip lifecycle, live GPS, fuel insights, maintenance, smart dispatch, driver scorecards, and action center.
…tions - Recent anomaly list on the Fuel Logs page Fuel transactions post automatically to General Ledger through configured posting rules. Maintenance - Work or…HealthCare Document Flow
Appointment, encounter, orders, claims — statuses via MudSelect edit forms; no MudMenu Approve/Reject Actions.
…and domain methods where coded). There is no MudMenu / ExtraActions Approve/Reject pattern. Decline Rejection / Decline Cancellation are ETA-only. Hub: Target D…Hospitality Document Flow
Hospitality reservation status as a free-text field, update behavior, and honesty about missing Submit/Approve Actions menus.
Hospitality Document Flow Hospitality does not use a typed reservation status enum . ReservationStatus is a string on reservation, guest-roo…LMS Document Flow
Enrollment Confirm ExtraActions, GradingStatus vs Attempts UI strings, and related LMS status enums — no MudMenu Approve/Reject.
…llments and assessments use typed enums. List rows use ExtraActions (icon buttons), not a MudMenu Submit/Approve/Reject pattern. Decline Rejection / Decline Can…Mail Document Flow
Email contact and subscription statuses with explicit UI honesty — outbox is pipeline state, not ETA Approve/Reject Actions.
…lives on framework email entities — not an EtaActionPolicy Actions menu. Hub: Target Document Flow. Overview: Mail. Campaigns: Newsletter Document Flow. <ul cl…Sales Document Flow
Quotation, sales order, delivery note, and sales return statuses, transitions, and actions.
Sales Document Flow Order-to-cash documents are enforced on Sales domain aggregates. Status names match API enums. Hub: Target Document Flow…Services Document Flow
Subscription Activate/Suspend/Resume/Cancel and cancel-at-period-end; subscription invoice statuses — no MudMenu Actions.
…buttons on the list and detail pages — there is no MudMenu Actions list. Decline Rejection / Decline Cancellation do not apply. Hub: Target Document Flow. Over…VMS Document Flow
Vehicle trip and maintenance work-order statuses with Start, Complete, Close, and Cancel actions.
…t System trips and maintenance work orders use status-gated Actions menus. Hub: Target Document Flow. Overview: Vehicle Management. <details class="egk-flow-sec…EGKits Documentation Overview
Central hub for EGKits SaaS documentation, guides, and support resources.
…rkflows for every module - Target Document Flow — statuses, Actions menus, and lifecycles across modules (open the hub) - Compliance — e-invoices, e-receipts, a…Data Entry Standards
Conventions for consistent master data naming, coding, validation, and import quality across EGKits SaaS V10 modules.
…ping to legacy system keys during migration. Financial transactions 1. Document date must fall in an open fiscal period. 2. Reference field — use source documen…Security Best Practices
Recommended standards for hardening EGKits tenants, designing roles, managing API keys, and maintaining audit-ready security controls.
…egularly Auditability Retain audit trail; review privileged actions Identity and authentication Multi-factor authentication (MFA) - Require MFA for all administ…Accounts Payable
Vendor bills, approval workflow, payments, aging, and AP document lifecycle.
…Document Flow . Hub: Target Document Flow . Bill lifecycle Actions: Submit, Approve, Reject, Cancel Invoice, apply payments. Paid invoices cannot be cancelled.…AI Assistant
AI chat, prompt templates, functions, model configuration, agent plans, and usage analytics.
…model configuration, and usage analytics. For statuses and Actions (agent plans Approve/Reject/Execute; Functions/Models/Prompts Activate/Deactivate/Test run/P…AI Assistant Document Flow
Agent plan and automation proposal Approve/Reject/Execute, plus Functions/Models/Prompts Activate, Deactivate, Test run, Preview, Set as default.
…ad after reject; rejected proposals no longer offer approve actions. </details <details class="egk-flow-section" open <summary Functions, models, prompts — row…CRM Document Flow
Lead and opportunity statuses with Qualify, Convert, Disqualify, Won, Lost, and stage moves.
…Leads and opportunities (Sales domain statuses, CRM UI) use Actions menus for qualification and pipeline moves. Activities use Pending / Completed / Canceled. H…Document Archive Document Flow
Document archive Active/Inactive flag and physical document lifecycle — archive, checkout, return, progress, handover, correct.
…tive/inactive flag from physical document state . Lifecycle actions run through DocumentLifecycleActionDialog (wizard Confirm / Cancel), not ETA-style Decline v…HelpDesk Document Flow
Ticket status machine with Board drag-drop, bulk Assign / Change status, SLA pause, and knowledge-base article statuses.
…ow-section" open <summary Tickets UI — filters, Board, bulk actions</summary UI element Purpose --- --- Search Text search Status / Priority / Category / Agent…HR Document Flow
Payroll run Validate / Process / Approve / Post and related HR document statuses.
HR Document Flow HR payroll runs expose a row Actions menu with Validate → Process → Approve → Post. Related entities use their own status enums. Hub: Target Do…Newsletter Document Flow
Campaign Draft → Scheduled → Sending → Sent / Cancelled, MudMenu Edit/Delete gates, and send-queue statuses.
…w, DeferUntil — operated by the send pipeline, not a Blazor Actions menu. </details Post-action sync Campaign lists refresh after schedule/send/cancel. Failed s…POS Document Flow
POS session Open/Close and transaction Pending, Completed, Voided, Refunded lifecycles.
…ow Point of Sale uses session and transaction statuses. Row Actions are primarily icon buttons and dialogs , not a full MudMenu Submit/Approve pattern. Hub: Tar…