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Mass Change Of Detailed Status

Mass Change Of Detailed Status

Owned by Lango: Language and translation manager
Last updated: Sept 06, 2024Version comment
1 min read

This task is used for mass change of the detailed status BEFORE CONTRACT ACTIVATION, especially in cases where the user wants to switch the detailed status of offers due to their expiration. The task is definitely not used for mass change of the detailed status after contract activation.

In the Changes Role Center menu, there is an option Mass change of detailed status.

When you click on the Mass Change Detailed Status option, the Mass Change Detailed Status (4046810) dialog box opens.

Options tab:

  • New Detailed Status

    • Empty by default, the user selects the target detailed status with which he wants to replace the original detailed contract status

 Financing Contract Header Tab:

The user can specify filters:

  • Number

    • the user fills in the contract number

  • Customer No.

    • the user fills in the customer number

  • Contract Model

    • the user completes the contract model

  • Detailed Financing Contract Status

    • The user selects what detailed status he wants to replace in bulk.

  • Offer Validity Date

    • Enter by the user if they want to filter offers with an expired validity date.

After confirming the OK button, the OC will change the detailed status on the original contract, if all checks are followed as in the case of a manual change.