Status assignment to process steps
You can view open and closed periods but you can change statuses only in open periods.
Users with the Entity Accountant role can change statuses of the entity process steps directly on the cards that represent those steps.
Users with the Group Accountant role can change statuses of the entity or group process steps either on the cards that represent those steps or on the Status Monitor tab.
Group Accountants can change any status. They can change status in either direction, from Closed to Open or from Open to Closed, for example.
Entity Accountants can change these statuses:
- From Open to Submitted or from Submitted to Open.
- From Open to Closed if the Auto-Submit option is enabled.
If enabled by the Group Accountant, the Auto-Submit option applies to all entity process steps and enables you to reduce administrative effort if you perform many entity process-related tasks. You can change statuses from Open to Closed to process steps with the omission of the Submitted status.The Auto-Submit option does not apply to group processes because those processes are always auto-submitted.
An entity process step can have these statuses, in this order:
- Not started
- Open
- Submitted: Omitted if the Auto-Submit option is enabled.
- Closed
A group process step can have these statuses, in this order:
- Not started
- Open
- Closed
The status affects the mode of pages to which you can jump from a card.
This table shows how the page mode is affected by status:
| Status | Page mode |
|---|---|
| Not started | Read-only |
| Open | Editable |
| Submitted (applies only to an entity process) | Read-only |
| Closed | Read-only |
Some process steps may not have a status. For example, an entity currency change may happen only once in an entity's lifetime with no further user intervention required.