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  1. OFBiz
  2. OFBIZ-10902

Have a status on agreement records

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    Details

    • Type: Improvement
    • Status: Closed
    • Priority: Major
    • Resolution: Implemented
    • Affects Version/s: Release Branch 16.11, Trunk
    • Fix Version/s: Upcoming Branch
    • Component/s: accounting
    • Labels:
      None

      Description

      Pre-amble

      Currently, unlike many other entities, the Agreement entity does not have the statusId field defined. Agreements, like the other entities, should have a status (values that help determine the phase of the lifespan beyond the start- and end date of the agreement), such as:

      • Created
      • In Progress
      • Approved
      • etc.

      Flows

      1. Happy flows:
        1. Happy flow a) created ->b) submitted (for review) -> c) reviewed -> d) approved -> e) in effect -> f) concluded (ended)
        2. Same, with more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) approved -> g) in effect -> h) concluded (ended)
      2. Unhappy flows:
        1. Unhappy flow: a) created ->b) submitted (for review) -> c) reviewed -> d) cancelled
        2. Same, whit more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) cancelled
      3. Prematurely ended flows:
        1. Nipped in the bud flow a) created  -> b) cancelled
      4. flows from approval (in effect or in execution) till the end-of-times
        1. a) approved -> b) in effect -> c) concluded (ended)
        2. a) approved -> b) in effect -> c) terminated (prematurely ended)

      Party Roles

      Following Party Roles are involved:

      1. Agreement Creator - the party (person) that creates, edit, updates and submits the agreement for review
      2. Agreement Reviewer - the party (person) that reviews the agreement on its merits and impact for the company/organisation
      3. Agreement Approver - the party (person) that, based on law, regulations and/or business policies approves (or rejects) the agreement
      4. Agreement Manager - the party (person) that manages the execution of terms of the agreement after the approval till the end-of-times
      5. Agreement Owner - the Party (party group with roleTypeId INTERNAL_ORGANIZATIO, and  and registered in PartyAcctgPreference) that is legally bound by the agreement

       

       

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              • Assignee:
                pierresmits Pierre Smits
                Reporter:
                pierresmits Pierre Smits
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                Dates

                • Created:
                  Updated:
                  Resolved: