Status profile for utility contracts in CRM

[Former Member]

Hi,

Right now the status of the utility contracts created in CRM webclient remains unchanged to status 'Open'.

Create a contract - 'Open'

End a contract - 'Open'

Does anyone know if we need to allocate a status profile to the transaction type/item category in CRM? And if so which status profile should we use?

We are using IS-U specific transaction type ISUL, with the business transaction category 'BUS2000249' for the utility contract in CRM. Is there any utility specific status profile that we should use? or is this field supposed to be empty?

Kind Regards

Saima

[william_eastman]

Saima:

I have not used status profile - we have left it blank. Your status issues likely come from the configuration of your transaction type. You can find some documents on the service marketplace which provide the necessary steps for configuring contract replication.

regards,

bill.

[Former Member]

Hello Bill,

Thanks for your reply. Are your contract status being changed although you havn't allocated a status profile to the transaction type or item category?

In your reply you said that our status issues might come from the transaction type customizing. But the only place I can see that I can customize anything regarding the status is the status field? Our contract is being replicated fine... no problems there, the only issue is that the status of the contract is not being updated....

Kind regards

Saima