The following diagram shows the possible lifecycle of a tender control.
- Open
- A tender control is initially created in the Open state. While in this state, you may add new tenders to it, change the tender amount on its tenders, and transfer tenders into and out of it.
- Balancing In Progress
- You change a tender control's status to Balancing In Progress when you're ready to balance its contents. While in this state, you can change the tender amount on its tenders and transfer tenders out of it. If you need to add new tenders to it or transfer tenders into it, you must return it to the Open state.
- Balanced
- You change a tender control's status to Balanced when the sum of its tenders is consistent with the ending balance in the drawer. While in this state, you cannot modify it or its tenders. If you need to make modifications, you must return it to the Open or Balancing In Progress state.
- If the tender control is part of a Balanced deposit control, you may not change its status.
Note:
Background processes and state transition. When payments are interfaced from external sources, the system automatically creates a tender control and links tenders to it (one for each payment interfaced). When all payments have been successfully loaded, the system changes the state of the respective tender control to Balanced.