Change Status

You change the status of a customer agreement in the Customer Agreements (SP) application. Changing the status of an agreement changes the status of all price schedules on the agreement.

You might need security authorization to change a status.

To change the status of an agreement:

  1. In the Customer Agreements (SP) application, display the record with the status you want to change.

  2. From the Select Action menu, select Change Status .

  3. In the New Status field, choose a status from the pull-down menu. You can enter a memo or descriptive text in the Memo field.

  4. Click OK to change the status.

Note: The system might be configured to route a record automatically when its status is changed or to notify another party of a status change. See your administrator for assistance if needed.

See Also

View Status History

About Customer Agreement Statuses