General data changes

Each static data record contains a status code that determines the current processing status of the record.

Four status codes are available:

  • Open - this identifies a record that available for input, inquiry, processing and reporting. This status is set automatically when you add a new record, for example, if you create a new account.
  • Draft - this is a preliminary state for a new static data record awaiting approval from authorised user. Once approved, it is given the status of Open.
  • Hidden - this identifies a record that will not appear on any inquiries but is available for input, processing and reporting.
  • Suspended/Held - this identifies a record that is not available for processing. For example, a purchase order which is to be taken out of the process temporarily.
  • Closed/Completed - this identifies a record that can no longer be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.