What does the Apply Hold action mean on contracts?
Apply Hold on a contract line changes the status of the contract to Hold. A Hold status signals the Update Contract Status process to ignore the lines. Further, lines on hold aren't changed to Expired status.
Some of the actions available for a contract and associated lines have no effect on the status of the contract. These actions are:
- Preview: Displays contract and lines with terms and conditions in PDF format.
- Validate: Displays errors and warnings, if any.
- Duplicate: Creates a new line in Draft status with a new number for which you can select to retain contract line information from the original line.
- Delete: Removes the line. You can only remove contract lines when they're in the draft status.
Contract Line Statuses and Allowed Actions
This table shows the available contract line statuses and lists the allowed actions for each status that cause a change in the line status:
Status |
Description |
Available Actions and Resulting Statuses |
---|---|---|
Active |
The initial status of a line. |
|
Hold |
The status of a line changes to Hold when a hold is applied. The Update Contract Status process ignores contract lines on hold and doesn't change them to Expired. |
|
Expired |
The status of a line changes to Expired when its end date is reached. |
|