Project Status Codes

JD Edwards EnterpriseOne Engineer to Order provides these project status codes (UDC 31P/QP) that enable you to track the progress of various quote versions:

Project Status Code

Description

Pending

The default status when the quote is generated. At this stage, the sales person, for example, can change and refine the quote as often as needed because the quote has not been forwarded to the customer. The sales person can create a new version of a quote at this stage. Several quote versions for one project can have the Pending status. When the sales person creates a proposal from the quote and sends it to the prospective customer, the quote is advanced to an Active status to enable the customer to access the proposal document.

Active

When you consider the quote information to be sufficient for preparing a sales proposal for a customer, you can change the status of the quote to Active. This status enables you to generate a sales quote that you can send to the customer.

The status indicates that a quote has been sent to the customer for review. To distinguish between changes to the original quote, you can assign this status to several versions of the quote. When you make changes to an active quote, rather than creating a new version, the changes might become difficult to track. You can have multiple active quote versions that you can send to the customer. You must assign a different name to each version of the quote that has the same status so that the customer can identify them. This status means that the customer is reviewing the quote and negotiations are still ongoing. If the customer rejects the quote, the quote author can change the status of the quote to inactive.

Inactive

The status that indicates that the quote is no longer in effect. You cannot change inactive quotes. They exist only to be archived. You might want to enter a reason for inactivating the quote.

Current

The status that indicates that the customer has accepted a quote. Only one quote per project can have this status. When a quote has this status, you can create new quotes if the project must be renegotiated. In this case, you must change the status of the current quote to inactive, provide a reason for inactivating a quote, generate a new quote, and activate it.

Complete

The status that indicates that the project is completed or abandoned and subsequently closed. When a quote has this status, you can no longer create new quotes for the project or change the quote. Only one quote per project can have this status.