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Package Statuses are configured in Setup / Product Catalog / Package / Package Status |
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The Account Package Status Types panel on the left of this screen allows you to select existing package statuses to view and edit on the Edit Account Package Status Type panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
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Deletes the selected account package status. Statuses that are in use cannot be deleted | |
Adds a new account package status |
Edit Account Package Status Type Panel
The information in this panel reflects the currently selected status. From here you can change status details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiednote: fields with a magenta left border are required).
Edit Account Package Status Type Fields and Options:
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Adding an Account Package Status
Under the Account Package Status Types heading on the left click the icon
Under the Add Account Package Status Type heading on the right specify the package status details
Click Save
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Editing an Account Package Status
Under the Account Package Status Types heading on the left click the package status in the list that you wish to edit
Under the Edit Account Package Status Type heading on the right modify the package status details
Click Save to save your changes
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Deleting an Account Package Status
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Note: Package statuses that are configured on packages are in use and cannot be deleted. In order to delete a status that is in use, first determine which packages are configured with the status by checking the References tab and then edit those entities so that they no longer use the package status that you wish to delete. |
Under the Account Package Status Types heading on the left select the package status you wish to delete
Under the same Account Package Status Type heading on the left click the icon
On the confirmation dialog that appears select Yes