Changing the status of an activity

Use this procedure to change the status of individual activities or a group of activities. For example, you can change the status of a group of activities to make them eligible for purging.

Follow these steps to change the status of a group of activities:

  1. Access Mass Activity Status Change (AC112).
  2. On the Activity tab, use these guidelines to specify the field values:
    Activity Group List, Activity Group, Activities, or Activity List

    Select one of these options:

    • an activity group list to do a mass status change for the specified activity group list

    • an activity group to do a mass status change for the specified activity group

    • up to six activities for which the mass status change will apply

    • a predefined list of activities for which the mass status change will apply

    Include Lower Levels

    Select whether you want to update all activities under any summary or contract activities you select. If you select No (N), then AC112 will not automatically update the activities under the activities you specified in the Activities or Activity List fields.

    Note: This option applies only if you select activities or an activity list. AC112 always updates all activities within an activity group.
    New Status

    Select the new status you want to assign to the selected activities.

    Update

    Select whether you want to update the file and get a listing of the changes (Yes) or just get an edit listing of the mass status changes that will take place when the program is run to update (No).

  3. On the Other Options tab, use these guidelines to specify the field values:
    Last Posted Date

    You can use the Last Posted Date to select activities for the mass status change based on their last transaction posting date. For example, you might assign a purge status to all activities that were not posted in the last two years.

    Beginning Date

    To select activities in a date range for the mass status change, specify the beginning and end date of the range. This date range corresponds to the activity date range defined in Activity (AC10.1). If an activity's date range falls within the range you specify in this field, then that activity is included in the status change.

    End Date

    To select activities in a date range for the mass status change, specify the beginning and end date of the range. This date range corresponds to the activity date range defined in Activity (AC10.1). If an activity's date range falls within the range you specify in this field, then that activity is included in the status change.

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