Contract Line Actions and Status Changes

A contract line can move through a variety of states throughout its life cycle. A contract line status indicates where a line is in its life cycle, and also determines what actions and operations are permitted for the line.

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.

Note: Statuses are predefined and you can't define new statuses. However, you can define user statuses and their transitions and use them, for example, to pass the contract from one team to another for review before submitting the contract for approval.

This table shows the available contract line statuses and lists those permitted 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.	Apply Hold Resulting status: Hold Close (Terminate) Resulting status: Closed This line is no longer available except from contract history.
Hold	The status of a line changes to Hold when a hold is applied. The Update Contract Status process will ignore contract lines on hold and won't change them to the Expired status.	Remove Hold Resulting status: Active if prior to end date. otherwise the status will be Expired. Close (Terminate) Resulting status: Closed This line is no longer available except from contract history.
Expired	The status of a line changes to Expired when its end date is reached.	Apply Hold Resulting status: Hold Close Resulting status: Closed Resulting status: Closed This line is no longer available except from contract history.