Skip to main content

Hello,

Due to the nature of contracts and human mistakes, sometimes it will be extremely useful to be able to change the Status of a Sales Contract from LOST to something else. Also, sometimes the customer in a contract will change and if the contracts has move to an status Awarded we cannot change the customer. In general, we have found that the IFS Sales contract are fairly rigid once you reached certain status in their workflow. 

I will appreciate your comments regarding any potential workarounds changing the status of a sales contract from LOST and also changing the customer after the contract has been awarded.

Many thanks and  kind regards

Mig

Hello,

Due to the nature of contracts and human mistakes, sometimes it will be extremely useful to be able to change the Status of a Sales Contract from LOST to something else. Also, sometimes the customer in a contract will change and if the contracts has move to an status Awarded we cannot change the customer. In general, we have found that the IFS Sales contract are fairly rigid once you reached certain status in their workflow. 

I will appreciate your comments regarding any potential workarounds changing the status of a sales contract from LOST and also changing the customer after the contract has been awarded.

Many thanks and  kind regards

Mig

Sadly the only way is to create a copy at that point. You could possibly create a custom menu with some PL/SQL code to change the status back, but you'd have to do thorough testing and make sure you change related child objects as well. 

Hi.

  • Changing the status from LOST : Unfortunately there is no option here. S mentioned in previous reply you may use the option Copy Contract.
  • Changing the customer : Sadly here as well, there is no way to update the customer once it has been awarded to a customer. This is the intended functionality of the system.

However, in both cases, you can always check the feasibility of going for a customization.

 

On the other hand, if you've considered the contract lost before and restart it; this might also be something to analyse from a business perspective. Instead of using custom event/actions, I would suggest to leave it there and analyze why the decision was made to consider it lost. Reversing it would only trouble your BI statistics and valuable business information.

Reply


Terms & ConditionsCookie settings