This article provides the details on the statuses that both tenders and variations can go through.
There are database references at the bottom of this article for anyone working on the administration of tenders and reports.
Draft > Client Review (Finalised button in MobileLeads) > Estimator Review >Accepted > Locked > Contract
- Edit Required
- Expired
- Rejected Alternative
- Client Review: Pending > Locked > Approved / Rejected by Client
- Estimator Review: Pending > Pricing Required > Locked > Approved / Rejected by Builder
STATUSES IN THE DATABASE:
Tenders: There are 3 status fields;
-inTenderStatus
0 = Draft
1 = Customer Review
2 = Estimator Review
3 = Edit Required
4 = Accepted
5 = Locked
6 = Contract
7 = Customer Approved
10 = Rejected by the Customer
11 = Rejected by the Builder
12 = Expired
13 = Rejected Alternative
15 = Superseded
-inCustomerApprovalStatus
0 = Pending
1 = Locked
2 = Approved
-inEstimatorStatus
0 = Pending
1 = Pricing Required
2 = Locked
3 = Approved
10 = Rejected
Variation Statuses: There are 2 status fields;
NOTE" THERE IS NO inCustomerApprovalStatus for variations
-inVariationStatus
0 = Draft
1 = Customer Review
2 = Estimator Review
3 = Edit Required
4 = Accepted
5 = Locked
6 = Contract
7 = Customer Approved
10 = Rejected by the Customer
11 = Rejected by the Builder
12 = Expired
13 = Rejected Alternative
-inEstimatorStatus
0 = Pending
1 = Pricing Required
2 = Locked
3 = Approved
10 = Rejected