Update Considerations

When you use the Global Status Update program, you should consider that:

• You must specify in the To column a detail status code for each account type that you want to change to a new code.

  For example, if you want to change the detail status code for cost and revenue accounts, you must specify the new code in the To column for the Cost Status and Revenue Status fields. You do not have to specify a detail status code in the Subcontract Status field in the To column if you do not want to change the status of any subcontract accounts.

• You do not have to specify a detail status code in the From column for a specific type of account if you want the system to change the code for all accounts of that type.

  For example, if you want the system to change the detail status code for all cost accounts to A, regardless of the current detail status code, you can enter A in the To column for the Cost Status field and leave the wildcard character (*) in the From column.

• You do not have to specify a detail status code in the To column for account types that you do not want to change.

  For example, if you do not want to change the detail status code for any revenue accounts, leave the To column for the Revenue Status field blank.

• You can use processing options to specify the default value for the detail status code that you want to apply to each account type.

  You can set different values for the Planned Change Order Entry and the Change Order Entry programs. In addition, you can override the default value in the Global Status Update form.

When you use the Global Status Update program, the system:

• Changes the detail status codes to the codes that you specify in the To column for each account type.

  You can specify that the system change the detail status code to a code representing approval, or you can specify any other detail status code.

• Updates the ledger when you click OK on the Global Status Update form if you change to a detail status code that has a ledger type associated with it.

• Changes all accounts of a type when you do not specify a detail status code in the From column.

  For example, if you leave the wildcard character (*) in the From column for the Revenue Status field, the system changes all of the revenue accounts to the status that you specify in the To column for the Revenue Status field.

• Changes only accounts that are at the status specified in the From column when you enter a value in the From column.

• Changes the header status for the change request when you specify a new status in the appropriate Header Status field.