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.