EnglishOperating ScenariosSales & CRMThe next-document button is missing

The next-document button is missing

Exception

Situation

A button you need is not on the detail page.

Recommendation

Check the document’s status and remaining quantity — buttons only appear when the action is valid.

Why

Detail-page buttons come from the same policy as the server-side generator, so a hidden button means the action would be refused (wrong status, nothing remaining or no permission).

Steps

  1. Check the status (e.g. confirmed/delivered).
  2. Check remaining unconverted quantity.
  3. Check your permissions.
  4. Move the document to the right status and retry.

Avoid

  • Create the child by hand to get around the hidden button.

Roles & permissions

Users allowed to write the target document.