Updating the Substatus

An internal party user can change the substatus of contracts to indicate certain milestones from the Contract Editor.

Before you begin

Ensure that you have appropriate permissions to change the substatus of contracts.

Procedure

To change the substatus of a contract, complete the following steps:

  1. Open a contract in the Contract Editor.
  2. Click the Update Substatus Update Substatus icon.
  3. Select a new substatus from the list.
  4. To clear a previous status, leave the substatus field blank, and click OK.
  5. Select a category for the substatus.
  6. Enter a comment for the substatus.

    The substatus and its comment are visible to only internal party users.

  7. Click OK.

Results

The substatus value is visible on the Management > Status and Management > Activity tabs in the Contract Editor. The new substatus is appended to the status of the contract.