Contract Statuses
Debs
· Updated
Contract Status
| # | Status | Description |
|---|---|---|
| 0 | New | |
| 1 | Normal | |
| 2 | Due For Renewal | Set to this state by a scheduled job when the end number of days set in the Renewal discussion period in days is reached |
| 3 | Need to Request Quotations | When a contract requiring quotations has been added a request is created, but the user has to go to the request and add which contractors they would like quotations from. |
| 4 | Awaiting Quotations | Once contractors have been added to the quotations request. |
| 5 | Need to Select Quotations | |
| 6 | New Contract Created | When a contract is renewed a new contract is created, and the old contract enters this state. |
| 7 | Deliberately Not Renewed | When a contract is Due For Renewal, there is the option to Do Not Renew. If selected it enters this state. |
| 8 | Soft Deleted | This feature no longer exists. [When a contract was deleted it entered this state. Originally this state was only used for contracts with invoices, but later all contracts were soft deleted. These could only be restored by a developer.] |
| 9 | Closed |
When a contract has been replaced with a renewed contract, and all it's invoices have been received, it enters this state, and no further invoices can be submitted for it. Contracts are updated to this state once a day by this scheduled job CloseContractsRenewedAndAllInvoicesSubmitted There is also a Close action on contracts with invoices. Closed contracts cannot be edited. |
Approval Status
| # | Status | Description |
|---|---|---|
| 0 | Awaiting Approval |
A new contract or one that has been edited and requires approval. |
| 1 | Contract Approved with Auto Invoice Approval | When the required approval has been given. If no contract approval levels exist, new contracts will go straight to this state if the MA has the privilege Contracts default to auto approve. Contracts in this state are used for auto approval of invoices. |
| 2 | Disputed | When an approver disputes a contract that they have been asked to approve. The contract will need to be edited to re-enter the approval process. |
| 3 | Legacy | Old contracts that were created prior to the approval process being added. |
| 4 | Contract Approved with Manual Invoice Approval |
Approved contracts can be set to this state to prevent them being used for auto approval of invoices. Or the Managing Agent (MA) can not have the privilege Contracts default to auto approve. |
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