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Contract Status Types are configured in Setup / Product Catalog / Contracts / Status Type |
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The Account Contract Status Types panel towards the left of this screen allows you to select existing status types to view and edit on the Edit Account Contract 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
Icon | Description |
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 | Deletes the selected status type if not in use |
 | Adds a new status type |
Edit Account Contract Status Type Panel
The information in this panel reflects the currently selected status type. From here you can change status type 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).
Status Type Fields and Options:
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Guides
Adding Status Types
Under the Account Contract Status Types heading on the left click the
iconUnder the Add Account Contract Status Type heading on the right enter the status type details
Click Save
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Editing Status Types
Under the Account Contract Status Types heading on the left click the status type you wish to edit
Under the Edit Account Contract Status Type heading on the right modify the status type details
Click Save when finished making changes
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Deleting Status Types
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Note: Status types that are configured on account contracts are in use and cannot be deleted. In order to delete a status type in use, first determine which contracts are configured with the type using the 'References' tab and then edit those contracts to use an alternate status type. |
Select the status type you wish to delete in the list on the left under the Account Contract Status Types heading
Under the Account Contract Status Types heading click the
iconOn the confirmation dialog click Yes to confirm that the selected status type should be deleted