Workflow to activate Contract

All replies

• 

  

  0

  Sign in to vote

  To my knowledge unfortunately it is not possible.
  Contract status from draft to active has some constraints and some actions to be performed like Invoicing the contract.
  
  Even invoiced the status will be in Invoiced state if the time period of the contract available for service has not reached.
  Once the date falls in for the contract start date then the contract status will be changed to active.
  
  Please let us know the situation to change the contract from draft to active,so that we can analyze in detail.
  
  
  regards

  Friday, March 5, 2010 3:10 AM
• 

  

  0

  Sign in to vote

  Yes, well you can create workflow which runs on demand and changes status of contarct to Active..
  
  following should be step in this on demand workflow
  
       if contract status equal draft then
           change status to Active
  
  hope this helps..
  

  Friday, March 5, 2010 9:20 AM

  Answerer
• 

  

  0

  Sign in to vote

  mayank------
  
  " The status of the contract does not allow this action"  is the message on the workflow .
  
  As we have to invoice the contract before making it active .
  
  
  THX

  Friday, March 5, 2010 11:21 AM
• 

  

  0

  Sign in to vote

  well in this case chnage status to Invoice..
  
   if contract status equal draft then
           change status to Invoice
  
  system will automataclly make it active based on dates..

  • Proposed as answer by Mayank PujaraEditor Monday, March 8, 2010 2:02 PM
  • Marked as answer by Donna EdwardsMVP Monday, March 8, 2010 8:35 PM

  Friday, March 5, 2010 11:41 AM

  Answerer