Hello Everyone,
Following up on my original question, I tried this on a Demo Database and saw the behavior did not match what I stated. In other words, you could change a document's status from the Doc Maintenance screen accordingly. I then installed S-K Soft's eBanking application and then observed it customized the screen and changed its behavior depending on the document's "release" status and "pay by" field. I communicated this back to our Client and await to see if they have further questions.
Thanks,
-Luis