Contract Management Pro states and status

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Contract Management Pro requests follow a specific life cycle and move through a series of states.

    The following field values change based on the progress of the approval.
    • State: State of the contract request.
    • Contract status: Additional info that describes the status based on the previous action.

    State

    State: When an approval is in the requested state, the state of the contract reuqest is in Awaiting approval.

    When an approvals are actioned, the state of the contract reuqest is in Work in progress.

    Contract status

    Contract status (For latest revision of the TPC) In case of multiple document approval scenario, when the latest contract type revision or more than one contract type revision is sent for approval:
    • When for at least 1 document (latest version) revision approval status is Requested, the contract status is rolled up as Awaiting approval.
    • When none of the approvals is in the Requested status, with
      • At least one approval is in the rejected state, the contract status is Document approval rejected.
      • None of the approvals is in the rejected state with atleast one approval in Approved state, then the contract status is Document approved.
      • None of the approvals is in the rejected state or the approved state, with one approval in the Cancelled state, then the contract status is Document approval cancelled
      • None of the approvals is in the rejected, cancelled, or approved state with no new approvals, then the contract status is Work in progress
      Note:
      For single document scenario, the same status are applicable.
    Note:
    For cumulative approvals in the multiple-document scenario, the approval status of latest revision is considered for populating the contract status.