About Customer Agreement StatusesAbout Customer Agreement StatusesCustomer agreements have a status to indicate whether they are waiting approval, approved, revised, and so on. Work flow and escalation processes often perform different actions on records according to their status.
The status for a customer agreement applies to all price schedules on the agreement.
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Status |
About this Status |
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DRAFT |
Newly created agreement. You can edit most information until you save the record. See the field help for information about specific fields. You can change a record with a DRAFT status to: WAPPR, APPR, CLOSE, or CANCEL. |
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WAPPR |
Waiting for approval. You can edit some fields. See the field help for information about specific fields. You can change a record with this status to: DRAFT, APPR, CLOSE, or CANCEL. |
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APPR |
Approved. To approve an agreement, the agreement must have a start date and the associated customer record must have an active status. After you approve an agreement, you cannot modify its fields. To modify an approved agreement, create a revision of an approved agreement. When you approve a revision to an agreement, the status of the original record (the record with the "0" value in the Revision field) is changed to REVISED. You can change a record with this status to: CANCEL, or CLOSE, SUSPND or EXPIRD. |
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PNDREV |
Pending revision. This is the status of a newly created revision with a start date that is not in the future. This status is similar to draft but you cannot edit all fields. For more information about revisions, see the topic About Revisions. You can change a record with this status to: APPR or WAPPR. |
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EXPIRD |
Expired. The end date for the agreement is in the past. You cannot edit information about this agreement, nor can you change it to another status. However, you can create a revised agreement from an agreement in this status. For more information about revisions, see the topic About Revisions. |
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SUSPND |
Suspended. You can suspend an agreement without canceling or closing it. If you suspend the agreement, you cannot apply it to new work orders, tickets, or sales orders. However, you can bill for completed work you did under a suspended agreement. You can change a record with this status to: APPR, CANCEL or CLOSE. |
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REVISED |
Revised. If you change the status of a revision to APPR, the status of the original record (the record with the "0" value in the Revision field) is changed to REVISED. You can process customer bills against revised agreements. Only the original record retains the REVISED status. You cannot edit anything on a record with this status, nor can you change its status. |
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WSTART |
Waiting to start. If you approve a revision, but the start date is in the future, the revision has a status of waiting to start. At a schedule that your system administrator sets, the database is searched for records having a status of waiting to start. When the current date matches a start date on a revision, the status of the revision is changed to APPR. The status of the original record is also changed to REVISED. You can change a record with this status and a current start date to: APPR |
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CANCEL |
Canceled. You cannot modify information in the agreement. You cannot apply a canceled agreement to work orders, tickets, or sales orders. You cannot change this status. The following conditions must be met before you can cancel an agreement:
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CLOSE |
Closed to history. You cannot modify information in the agreement. You cannot apply a closed agreement to work orders, tickets, or sales orders. You cannot change this status. The following conditions must be met before you can close an agreement:
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