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Status |
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Contracts within EnergySteward.com can have multiple date effective status codes assigned. Status entries are defined by your organization to enable you a mechanism to indicate the various phases of a contract (maybe pending, active, terminated, suspended, etc.). More information about status types can be found on in the configuration contract status area within this manual. This is an important field within EnergySteward.com as only those contracts with status codes that are active are able to have deals setup against them, etc.
Add Status (button) - Click this button to add a new status entry for the contract.
View/Edit Grid Button (pencil) - Click this next to the applicable status entry in order to change any of the information relevant to the contract status.
Delete Grid Button (red x) - Click this next to the applicable status that you want to permanently delete. When you delete a status, then all information relevant to that contract status will be permanently deleted. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
The following shows the status detail which you are presented with when adding or updating an contract status entry.
Status (drop down list box) - Select the status from the list of available status's. See the configuration contract status area for creating/updating contract status entries. This item also includes a quick add icon for setting these status's up directly from this screen (if you have appropriate security).
Effective From (popup calendar) - This is a required field. It will default to '01/01/1800'. This should be left at the default value unless date effectiveness for this status is important.
Effective Thru (popup calendar) - This is a required field. It will default to '12/31/3000'. This should be left at the default value unless date effectiveness for this status is important.
Notes - This is optional and can be any related notes about the status which is needed for clarification.