Translations:ERPGeneralFunctionality/41/en
Each entity in the system (e.g. partner, item or document) has its own defined workflow which follows the rules of the organization. These rules take each entity though one or more steps and statuses. For example, a partner can be ACTIVE or INACTIVE, a RFP document on the other hand, goes through many status changes such as DOCUMENT ENTERED, RFP CONFIRMED, PENDING SELECTION, SUPPLIER SELECTED, CANCELED etc. The procedure for changing status of an entity is essentially the same as “Error! Reference source not found.”. After opening the selected entity and choosing to edit the record, the user may change the status of the entity by clicking on the available status button. Depending on the configuration of the system (based on client’s requirements), user will have to enter a reason for changing the status and confirm his/her selection.