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Summary / TL:DR: This article will help you understand the different types of order types and statuses for agreements.
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This is a review of the many order types and order status, for agreements, and what many of the common combinations mean.
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Agreement Status Chart
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Order Type | The agreement type categorizes an agreement as to how it is paid for:
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Order Status | The statuses of an agreement:
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Agreement Status Combinations
Order Type | Order Status | Combination | ||
Invoiceable I | Active A | A normal active and payable agreement | ||
Invoiceable I | Billing Suspend B | A payable agreement which has been suspended due to non-payment | ||
Invoiceable I | Non-Pay Canceled N | A payable agreement which has been cancelled due to non-payment | ||
Invoiceable I | Not Released U | A payable agreement which has just been entered into the system and not released or posted | ||
Invoiceable I | Suspended S | A billable agreement which has been suspended, usually by a customers request to have a break in the service. | ||
Invoiceable I | Reversed R | A billable agreement that has been cancelled in full not because of the customer’s request to stop service but to correct something with the agreement that required setting up a new one, are assigned this status. This can also be see when a payment is manually reversed. | ||
Invoiceable I | Expired E | A billable agreement which has passed the end of its service period and a service is not being received unless a renewal or new order is put through | ||
Invoiceable I | Pre Free Days F | A billable agreement where the customer has been given free extra days before the chargeable service is due to start. | ||
Invoiceable I | Extension of Grace Days T | A billable agreement where the customer has been given additional days on a complimentary basis to be added at the end of the service period. | ||
Invoiceable I | Waiting W | A billable agreement which is in the future - this is usually the case when a customer renews early or finds a new offer for the same Access Items and a new term is added. | ||
Invoiceable I | Old Version X | A previous version of the billable agreement - this is usually seen within the same term. | ||
Complimentary C | Active A | A normal active and free agreement | ||
Complimentary C | Not Released U | A free agreement which has just been entered into the system and not released or posted | ||
Complimentary C | Suspended S | A free agreement which has been suspended, usually by a customers request to have a break in the service. | ||
Complimentary C | Canceled C | A free agreement which has been cancelled, primarily by customer request. | ||
Complimentary C | Reversed R | A free agreement that has been cancelled in full not because of the customer’s request to stop service but to correct terms of the agreement. | ||
Complimentary C | Expired E | A free agreement which has passed the end of its service period and a service is not being received unless a renewal or new order is put through | ||
Complimentary C | Extension of Grace Days T | A free agreement where the customer has been given additional gratis days at the end of their service period. | ||
Complimentary C | Waiting W | A free agreement which is in the future and will only be effective once the existing agreement has expired. | ||
Complimentary C | Old Version X | A previous version of the free agreement - this is usually seen within the same term. | ||
Trial T | Active A | A non-billable trial agreement which is active | ||
Trial T | Not Released U | A non-billable trial agreement which has just been entered into the system and not released or posted | ||
Trial T | Suspended S | A non-billable trial agreement which has been suspended, usually by a customers request to have a break in the service. | ||
Trial T | Canceled C | A non-billable trial agreement which has been cancelled, primarily by customer request. | ||
Trial T | Reversed R | A non-billable trial agreement that has been cancelled in full not because of the customer’s request to stop service but to correct terms of the agreement. | ||
Trial T | Expired E | A non-billable trial agreement which has passed the end of its service period and a service is not being received unless a renewal or new order is put through | ||
Trial T | Extension of Grace Days T | A non-billable trial agreement where the customer has been given additional gratis days at the end of their service period. | ||
Trial T | Waiting W | A non-billable trial agreement which is in the future and will only be effective once the existing agreement has expired. | ||
Trial T | Old Version X | A previous version of the non-billable trial agreement - this is usually seen within the same term. | ||
Pro Forma P | Canceled C | A Pro-Forma which has been cancelled. This is usually a customer action | ||
Pro Forma P | Reversed R | A Pro-Forma agreement which has been reversed, this is usually to correct an agreement. | ||
Pro Forma P | Pro Forma P | A newly entered Pro-Forma order that is inactive until a payment has been made. Once this has been received the order will be converted to a regular Invoiceable order. | ||
Pro Forma P | Old Version X | A previous version of the Pro Forma agreement |
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Wrap upYou should now have an understanding of the different order types and status for agreements and what some of the common combinations mean. |
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