File Status

The available file statuses are

• Potential
• In Progress
• Rejected
• Complete
• Reactivate

and can be set for the file via the menu bar (Ribbon).

When creating a file, you can choose between Potential and In Progress depending on the configuration.
In all other cases, the status of a file can be changed using the Set File Status function in the Ribbon.
The mandate decision date contains either the date of the mandate decision or the date for the rejection of the mandate.
If a mandate is rejected, a reason for rejection must be entered.
The order of status transitions is not validated, so it is possible to set mandates that are in progress back to Potential if the Potential status is allowed.