View or Change Transaction Status

This activity is only applicable if the Transaction Editor History status definition has been configured. See Status Definitions.

Security Note: Assuming you can view the transaction, no specific security right is required to view its status history. To change the status, you need the specific Transaction Editor History status transition as an allowed status transition for this activity.
Status link configuration may require that only different users can change consecutive statuses, or that the user who changes the status cannot be the user who last modified the transaction.

Activity Steps

  1. Open the Transaction Editor.
  2. Select the Transactions tab.

    The status history of the last transaction that was entered displays in the Status field group.

  3. If a full Comment is not visible, hover the mouse pointer over the field to display the comment as a tooltip.
  4. To view or change the status of a previous transaction:
    1. Select the Transaction History tab.
    2. Enter the following search criteria as required.
      • Start Date
      • End Date
    3. Click Refresh.
    4. Double-click a transaction, away from the Transactions Date column.

      The Transactions tab displays the selected transaction.

  5. To change the status:
    1. Right-click and select Set Status To and the required status from the menu.

      Note: If the Editable property of the new status is not checked, the transaction details are read-only. If the Selectable property of the new status is not checked, the transaction cannot be selected elsewhere in the MineMarket user interface; for example, in direct loading of a despatch order.

    2. Enter a Comment if required.
    3. Update the Applicable Status Start Date if required.

      Note: Ensure that the selected date does not change the sequence of statuses within the status history. You can only edit the date of the initial status if you have permission to create the transaction. You can only edit the date of a non-initial status if you have permission to transition the transaction to that status.

  6. To delete a status, right-click the status and select Delete from the menu.

    Note: You can only delete a status if it is the current status and if you have permission to transition the transaction to that status.

  7. Click Save.