Contract statuses
Status | Description | ||
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In preparation | Each newly added contract is assigned this status automatically. All contract data can still be changed as long as a contract is in this status. | ||
Active | Changing a contract status to Active must be done manually. If a contract is set to this active status, any changes to the contract should be made through Add modifications action on the Contracts BO. For more information see Modifying contract (line) data. | ||
Renewed | A contract’s status automatically changes from Active to Renewed as soon as an option for renewal is applied. For details on using options, see Applying contract options. | ||
Blocked | A contract that is in the status Active, Renewed or Terminated can be manually blocked by assigning it the Blocked status. In the Blocked status, any modifications or actions on the contract are not allowed. You can resume making changes, only if you move the contract to the previous status.
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Terminated | A contract’s status automatically changes to Terminated as soon as an option for termination is applied. A contract can also be terminated by a state change on the contract. The system will suggest a termination date but this date can be overruled. A contract in the Terminated status can no longer be changed. For details on using options, see Applying contract options. | ||
Expired | A contract’s status can be changed to Expired by the user if the end date of the contract is in the past. This status change is given manually to be certain that the contract cannot be renewed later.
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