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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. 



Agreement Status Chart 



Order Type

The agreement type categorizes an agreement as to how it is paid for:

    • (I) = Invoiceable
    • (C) = Complimentary
    • (T) = Trial
    • (P) = Pro Forma
Order Status

The statuses of an agreement:

    • (A) = Active
    • (B) = Billing Suspended
    • (N) = Non-pay Cancelled
    • (U) = Not Released
    • (S) = Suspended
    • (C) = Cancelled
    • (R) = Reversed
    • (E) = Expired
    • (F) = Pre Free Days
    • (T) = Extension or Grace Days
    • (W) = Waiting
    • (P) = Pro Forma
    • (X) = Old Version


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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