Account Contract Status Types Screen

Overview

Account contract status types allow you to define statuses for the states that you desire contracts to be in. These statuses may be as simple as 'active' or 'terminated' or represent a broader series of statuses such as 'pre-active', 'renewed', 'expired', 'terminated early', etc. The statuses you create here will be selectable when configuring account contracts (located on the Account / Profile / Contracts screen).

Prerequisites

Account contract status types can be setup as needed, there are no prerequisite configuration steps.

Account Contract Status Types Panel

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

Icon	Description
Open	Deletes the selected status type if not in use
Open	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 (note: fields with a magenta left border are required).

Status Type Fields and Options:

• Name: a unique and descriptive name for the contract status type. E.g. 'Active', 'Renewed', 'Expired', etc.

• Status: define the status for the type, i.e. is it an active or canceled status. The contract status types that are setup as 'Active' will be available on account contracts in the 'Status' field (found under the Account / Profile / Contracts screen). Contract status types setup with a 'Canceled' status will be selectable on account contracts under the 'Termination Status' field

• Sort Order: dictates the order the statuses will appear in when a status field is selected on the Account / Profile / Contracts screen. The lower the value the higher in the list the status will appear when the Status/Termination Status field options are displayed

References Tab

The References tab indicates where status types are used in the system. The default view will provide a summary, counting up the entities that contain the status type you are currently editing (e.g. the status type is in use on three Account Contracts). To get more detail into the exact entities the type is on you can click on the Entity field and then select the desired entity type.

Guides

Adding Status Types

1. Under the Account Contract Status Types heading on the left click the  icon

2. Under the Add Account Contract Status Type heading on the right enter the status type details

3. Click Save

Editing Status Types

1. Under the Account Contract Status Types heading on the left click the status type you wish to edit

2. Under the Edit Account Contract Status Type heading on the right modify the status type details

3. Click Save when finished making changes

Deleting Status Types

1. Select the status type you wish to delete in the list on the left under the Account Contract Status Types heading

2. Under the Account Contract Status Types heading click the  icon

3. On the confirmation dialog click Yes to confirm that the selected status type should be deleted