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How to understand Request Statuses in Confirm

UPDATED: September 13, 2017


In Confirm® Request Statuses define the life of a Request, from the first entry to the final payment. For each Status a set of flags is set to indicate what processes can be carried out on Requests with this Status.

Status Code:Up to four alphanumeric characters
Name:Up to 30 characters
Follow Up:The minimum time that must elapse before the Request can move on to the next Status. The drop down list references the Follow Up Lookup.
Checked:Tick this box for Statuses assigned to Requests that have been through the Request Check procedure.
Suspended:Tick this box for Statuses assigned to Requests that have been through the Request Check procedure, and found to be outside the Contract Tolerances.
Authorised:Tick this box for Statuses assigned to Requests that have been authorised for payment.
Closed:Tick this box for Statuses assigned to Requests that are on a committed Payment Batch.
Job Notes mandatory…: When this is ticked any Job being set to this Status must have Notes entered before the record can be saved. If there are multiple Jobs linked to a Payment Request they must all have Notes before the Status can be changed.

Be vigilant on the effects that Follow Ups on Request Statuses may have on the payment process at your organisation. For example Jobs on Payment Requests having Statuses with a one-day follow-up may meant that you would need to wait until the next day for the Request Authorisation process to work.

Environment Details

Products affected: Confirm®
Product feature: Payment Processing

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