What actions are available for contract requests with specific statuses?
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. You can set up your own approval rules and hierarchy in the Contract Request Approval Task in Business Process Manager (BPM).
For example, you can set up rules so that the status of the request changes from Draft to In Review status when the requester submits the request for approval. The request status transitions to Pending Approval and the approver will receive an email or Bell notification. Once the request is approved, the status becomes In Review and the request is assigned to the assignee. If the request is rejected, the status changes back to Draft.
When the status is set to Waiting for Information, a 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 |