Navigation:  Application Modules > Contracts > Configuration > Contract > Status Codes

Within EnergySteward.com you are able to setup multiple status codes to any assign to a contract or set of contracts.  Typically, these status codes will represent the status of the contract for a given time period.  For example you may decide to manage your contracts with the following status codes:

 

 

This configuration screen provides you with a method to setup those status codes.  When working with your contracts, these status codes will be listed in various pull down list boxes when adding or updating contracts into EnergySteward.com.  In addition, you can run queries and reports based on status (ie.. pull up a list (then maybe export to Excel) of all "Pending" contracts, for instance).   When you setup a contract, the contract can cover more than one status over each with their own effective from and thru dates.

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual contract setup screen.  You assign these status codes to various contracts at the time you add or update the contract within EnergySteward.com.

 

The screen shot below shows the initial screen which lists out your available status codes:

 

Add Contract Status Code (button) - Click this button to add a new status code.

 

View/Edit Grid Button (pencil) - Click this next to the applicable status code in order to change the information about this status code.

 

Delete Grid Button (red x) - Click this next to the applicable status code that you want to permanently delete.  When you delete a status code, then all  contract associations to this status will be removed (contracts will still be there, just their association to this status will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Contract Status Name - This can be any name for the status which you want to define.  It is suggested that you make this name relatively descriptive for the status in question.  The name you post here is what will show up within the pull down list box when setting contracts.

 

Notes - This is required and should just be a brief description for the contract status.

 

Is Contract Status Available (checkbox) - If checked, then this status is considered active and will therefore show up in the pull down list boxes when setting up contract information.  If unchecked then historical status information is maintained BUT when assigning new status codes to contracts, the item will be unavailable (will not show up in the pull down list box).

 

Is Contract Available (checkbox) - If checked then any contracts associated to the status code should be considered 'Available'.  Examples of available contracts might include 'Active', 'Pending', etc.  When unchecked then the status would indicate that the contracts associated to it ARE unavailable (like "Terminated" status, etc.).

 

Automatically Post This Status for New Contracts ? (checkbox) - If this is checked then then a this particular status will AUTOMATICALLY be posted on a contract without it explicitly being entered.  All of this done, during actual contract setup.  This is beneficial in those situations where a company is bulk entering their initial contracts.  Every new contract which gets entered can be automatically 'tagged' with the status (like 'Active') which is checked via this checkbox.  Saves on entry time when setting up a contract.