Funds Plan Status Management
The status of a funds plan determines the business transactions that are permitted on the funds plan. Funds plan statuses can be set by the system or by a user.
Features
The figure below shows funds plan statuses and the possible transitions from one status to another:
Status |
Status Description |
|---|---|
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When you create a funds plan, the system automatically sets its
status to |
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Once you release a funds plan, budget consumption business transactions
are permitted on the funds that have the status |
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You can lock a funds plan that has the status |
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If all funds that are assigned to the funds plan have the status |
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If you have closed a funds plan, the system archives it. For more information, see Archiving of Business Transactions. |
The system checks the status of the funds that are assigned to a funds plan to determine if a status change is possible. The following table shows the consistency checks that the system performs:
From Status |
To Status |
Check |
|---|---|---|
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All funds that are assigned to the funds plan must have the status |
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