Create a Status Definition

Security Note: You need the Allow the user to maintain status configuration security right in the Base Data user group security rights group for this activity.

Activity Steps

1. Open the Status Configuration screen.
2. To create a status definition:
   1. Right-click in the Status Definitions field group and select New from the menu.
   2. Select the object to be associated with the status definition.
   3. Update the Name of the status definition.
3. Create statuses within the status definition:
   1. Right-click in the Status Flow field group and select New from the menu.
   2. Enter the following details for each status in the Status Details field group.
      • Name
      • Order Number—Used to determine the status of an object that has child objects with status. The status of the parent will be the status of the child with lowest order number. Example: The status of a sample could be the status of the sample analyte with the lowest order number.
      • Editable—Whether the object with this status is editable.
      • Selectable—Whether the object is selectable. Example: If a despatch order has a status where the status is not selectable (a Rejected or Finalised status may have this state), the despatch order will not be visible for selection during despatch loading or invoicing. Not applicable for the Trade status definition.
      • Closed—Whether the despatch order or trade is closed.

        When a despatch order has a closed status, MineMarket Marketing Service does not calculate the snapshot and the despatch order is read-only.

        When a trade has a closed status, the MineMarket Marketing Service does not calculate profit and loss for the trade.

        A closed status cannot be Editable or Selectable. Only applicable for the Despatch Order and Trade status definitions.

4. Link the statuses as required:
   1. Move the cursor to the outer frame of the origin status until the cursor changes to a hand.
   2. Click and hold down the left mouse button, and drag the cursor to the destination status in the flow.

      The direction of the arrow indicates the direction of the possible status transition. A link between the two statuses in the reverse direction can be created if required.

      Important: If the new status link places the status at the beginning of the flow, the status must be set as initial status. Refer to step 5.

   3. Click the link between the two statuses.
   4. Select whether to Enforce Different User Transition. If checked, the transition from the origin to the destination status can only be performed by a different user to the user who made the last status change.
   5. Select whether to Enforce Different Last Modified User. If checked, the change of status from the origin to the destination status level must be performed by a different user to the user who previously modified the data.
5. To set a status as the initial status within the status flow if it is not already the initial status, right-click a status definition and select Set As Initial Status from the menu.
6. To remove a link between two statuses, perform one of the following steps:
   1. Right-click the link between the two statuses within the Status Flow field group and select Delete from the menu.
   2. Select the link between the two statuses and press the Delete key.
7. To delete a status:
   1. Ensure any links to or from the status are removed.
   2. Right-click the status and select Delete from the menu.
8. To reorder the statuses according to the status flow, right-click in the Status Flow field group and select Auto Arrange Status Path from the menu.
9. Allow status transitions for applicable user groups. See Allow a User Group to Transition Object Status.
10. Click Save.