View or Change Bank Account Status

This activity is only applicable if the Bank Account status definition has been configured. See Status Definitions.

Security Note: Assuming you can view the bank account, no specific security right is required to view its status history. To change the status, you need the following security rights:
• Allow the user to maintain bank accounts in the Organisations domain security rights group
• The specific Bank Account status transition as an allowed status transition
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 bank account.

Activity Steps

  1. Open the Organisation, Company or District.
  2. Select the Banking Details tab.
  3. Select the bank account in the Bank Accounts table.
  4. If a full Comment is not visible, hover the mouse pointer over the field to display the comment as a tooltip.
  5. To change the status:
    1. Right-click in the Status table 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 bank account details are read-only. If the Selectable property of the new status is not checked, the bank account cannot be selected elsewhere in the MineMarket user interface; for example, for instalments in a set of payment terms.

    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 bank account. You can only edit the date of a non-initial status if you have permission to transition the bank account 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 bank account to that status.

  7. Click Save.