Changing Activity Status

To change the status of an activity access Activity (AC10.1). On the Main tab, use the following guidelines to enter the field value:

Status

Select a status that includes revenue recognition.

To change the status assigned to each activity, use the following guidelines to enter field values:

Status

Select the status you want to display. All activities associated with the status display.

Note: If you leave this field blank, all activities display in alphabetical order.

Stat (Status) Activity

If you want to change the assigned activity status, select a new status and select the Change form action.

Activity Group

Type or select an activity group that will display the activities defined only in that group.

Company

Type or select the responsible general ledger company you want to display activities for.

Billable

Select Yes (Y) or No (N) to only show billable activities.

Date Range

Type the beginning and ending date range to display only activities in this date range.

On the Activity tab, use the following guidelines to enter field values:

Activity Group List, Activity Group, Activities, or Activity List

Select the activities for which you want to perform a mass status change. You can select by activity group list, activity group, activity, or activity list.

Include Lower Levels

This option applies only if you enter up to six activities or an activity list. Select Yes for all children activities for any summary or contract activities specified in the six activities or activity list to be updated with the new status. Select No, to not update children activities, but will update the activities included in the set of six activities or specifically included in the activity list. The default is Yes (Y).

Note: If an activity group list or activity group is specified, all the activities with the group or group list will always be updated.

New Status

Type or select the new status for the activities selected.

Update

Select Yes (Y) to update the file and generate a list of changes. Select No (N) to get an edit listing of the mass status changes only.

Last Posted Date

Type the transaction posting date for the activities you want to include in the mass status change.

Note: If the date you enter is greater than the activity's last posted date, the activity will be included in the status change.

Beginning Date

Type the beginning date range for activities you want to include in the mass status change.

Note: This date range corresponds to the activity date range you defined on Activity (AC10.1). If an activity's date range falls within the range you enter here, that activity is included in the status change.

End Date

Type the ending date range for activities you want to include in the mass status change.

Note: This date range corresponds to the activity date range you defined on Activity (AC10.1). If an activity’s date range falls within the range you enter here, that activity is included in the status change.