Record Status Levels

General status levels

Records that do not have an event-driven life cycle typically use the following status levels:

PENDING - the record is in the process of being created. It is not yet considered “real.”

ACTIVE - the record is “real” and current.

INACTIVE - the record is no longer current.

Example: A Company record is “PENDING” while data is being input; it is “ACTIVE” once data has been properly input and is ready to be used; and it is “INACTIVE” when the Company is no longer considered valid.

Typically, the system will prompt you to activate a record after you complete the data entry process. Deactivating a record requires selecting the appropriate option from the Task Options drop-down menu.

Event driven status levels

Records that have an event-driven life cycle typically use the following status levels:

PENDING - The record is in the process of being created. It is not yet considered “real.”

OPEN - The record is “real,” current, and awaiting some event before being closed.

CLOSED - The closing event has occurred and the record is no longer current.

Example: An invoice is “PENDING” while data is being input; it is “OPEN” once data has been properly input and carries a balance due; and it is “CLOSED” when the invoice has been paid or is otherwise at a zero balance.

Typically, the system will prompt you to open a record after you complete the data entry process. Closing a record usually happens automatically when the closing event occurs.

See Also