Status
A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
- Open - this status is set automatically when you add a new record e.g if you create a new account. Open items are available for input, inquiry, processing and reporting.
- Draft - this is a preliminary state for a new static data record awaiting approval from an authorised user. Once approved, it is given the status of Open.
- Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
- Suspended/Held - a suspended record.
- Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
You can alter the status of an item at any time. You must use the options on the Action menu to change the status.