About Contract Requests Status Changes
The status of contract requests change according to predefined business rules. They're often triggered by specific events or actions performed on the contract request.
For example, a requester provides the necessary details about a contract request and submits the request for approval. Requests are auto-approved, and the request status quickly transitions from Draft to In Review status. You can set up your own approval rules and hierarchy using the Contract Request Approval Task in Business Process Manager (BPM). In this case, the status of the request changes to Pending Approval, and the approver receives an email or a bell notification.
Once the request is approved, the status becomes In Review, and the request is assigned to the assignee mentioned in the Contract Request. If the request is rejected, the status changes back to Draft.
If the status is set to In Review, a notification is sent to the assignee. The assignee can view and verify the details of the request. The assignee can be a resource or resource organization to whom the contract is assigned. If the assignee is a resource organization, the notification is sent to the manager of the organization.
When the status is set to Waiting for Information, the notification is sent to the requester.
| Contract Request Status | Details | Scenario 1 | Scenario 2 |
|---|---|---|---|
| Draft | The requester is entering details. | If approval is set up: Clicking Submit for Approval changes the status to Pending Approval. |
If approval isn't set up: Clicking Submit for Approval changes the status to In Review. |
| Pending Approval | The requester has submitted the request for approval. |
Automatically set to In Review when the request is approved |
Automatically set to Draft when the request is rejected |
| In Review | The request is with the Assignee for review. |
Clicking Provide Information changes the status to Waiting for Information. |
Clicking Create Contract changes the status to Pending Contract Activation. |
| Waiting for Information | The assignee is waiting for more information from the requester, so that the contract can be created. |
Clicking Submit for Review changes the status to In Review. |
NA |
| Pending Contract Activation | The contract is created automatically and it's not active. |
Status of the request is set to Completed automatically when the status of the contract becomes Active. |
NA |
| Completed | The contract is active. | Final status | NA |
The following action buttons are enabled only in specific statuses for specific personas as per the following.
| Action Button | Persona | Status |
|---|---|---|
| Submit for Approval | Requester | Draft |
| Create Contract | Assignee | In Review |
| Submit for Review | Requester | Waiting for Information |
| Provide Information | Assignee | In Review |