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Client life cycle statusesThis page details the Client Life Cycle Statuses and the transitions between the various statuses.


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ActionState
Create clientPending for approval
ActivateActive
CloseClosed
RejectRejected
Withdrawn by clientWithdrawn
DeleteDeleted
ReactivateActive

 


 On create creating a new client, it moves into the  "Pending " for approval" state. From the approval state, it can beundergo the following transitions:

 

>>
  • On clicking on "Activate", the client gets "Active".
Or 
  • OR
>>
  • On clicking on "Close", the client gets "Closed".
Or
  • OR
>>
  • On clicking on "Reject", the client gets "Rejected".
Or
  • OR
>>
  • On clicking on "Withdrawn by client", the client gets "Withdrawn".
 

Or
  • OR
>>
  • On clicking on "Delete" the client gets "Deleted". Once a client gets deleted, it
wont
  • won't show up anywhere in
the
  • Mifos X.
 


  • If the client is in the "Closed" state, it can be "Reactivated" to make it "Active".
 
And 
  • If the client is in the
state
  • following states: Rejected/Withdrawn/Deleted, it
cant
  • cannot be Activated again. 


NoteNOTE:-   For below mentioned action's  For the actions mentioned below, we need to update reason reasons as mentioned below in the Code values(Admin>>System>>CodeValues (for more information, navigate to Admin >> System >> Code) :- 

 

ActionReason
CloseClient closure reason
WithdrawClient
withdraw
withdrawal reason
RejectClient
Reject
Rejection reason
 


Info
Link for Reference
link
:
-
 Manage Clients
 

 

Info

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