Account Status Field in Account Work Queues
When I bring up an Account work queue, the Account Status is either blank, “Approved” or “Active”. What do each of these mean and how does it get changed? Does “Active” indicate that the account is attached to a contract?
The Account Status is set on the account level in Account Main. It is selected manually by users. Access to which Account Statuses the user can select is controlled by their Security Profile.
The Account Status does not default to a status unless a status is marked as “Default” in Codes and Types - Account Status setup.
Note: New Accounts created through the ASPIRE API will always have a blank Account Status regardless of what maybe set as Default in Codes and Types.
The “Active” status does not necessarily mean the account is attached to a contract. When and how statuses are populated and defined on accounts is user-driven. Active simply means whatever the user defines it to mean.
A blank Account Status field or work queue column means that an Account Status has not been selected for that account.
The Account Status is created and setup in Administration > Codes and Types > Account Status.
ASPIRE has two System Defined account statuses (Active, Inactive). Users may use these statuses and/or create their own.
Marking an Account Status as the Default means that status will automatically populate on any new account added (unless added through the API). The status can be modified on the Account Explorer > Main screen.
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