| Description |
Setup the Status Field on the Sequence.
Table choices include:
"Open" = Contract is open and can be applied, changed, modified or adjusted.
"Complete" = Contract is finished and can not be applied by tickets, none of the fields can be changed and/or modified. When balance is zero or negative (over applied), system will change sequence status to Complete.
"Cancelled" = contract will still show that there was a balance before it was closed. Any balance must be removed from the DPR. Tickets can not be applied to sequences in a cancelled status. User can change status to Cancelled.
"Unconfirmed" - Contract is entered but it does not impact the DPR or available for application of tickets.
"Re-Open" - Any sequence that is has been in a Complete or Cancelled status can be re-opened.
Behavior:
User creates a sequence, default status is Open. User can select Unconfirmed.
After saving the contract header. If the sequence has an Open status then tickets can be applied. If no tickets are applied to the sequece then Unconfirmed is still available as well as Cancelled. Once tickets have been applied then the only choice is Cancelled. If Cancelled, the balance of the sequence will still show but the balance will be removed from the DPR. If later changed to Re-Open then the balance will show up on the DPR.
If the balance of the sequence reaches zero then the status will automatically change to Complete. Sequence will no longer be available for ticket application. A user can change the status to Re-Open if needed to over apply the contract. If the sequence is over applied and the balance is negative then the user will need to manually change the status to Complete.
When new sequence is created then only Open or Unconfirmed is available as choice. Default is Open.
If ticket is applied to the sequence Unconfirmed will not available anymore.
In contract search it will show status of individual sequence in comma separated manner. Only the distinct status will show.
Status flow:
|Open| |
| |Unconfirmed|
| |Cancelled|
|Complete|Complete|
| |Re-Open|
|Cancelled|Cancelled|
| |Re-Open|
|Unconfirmed|Unconfirmed|
| |Open|
| |Cancelled|
|Re-Open|Re-Open|
| |Cancelled
Complete
|
|