Last verified with: 10.8.6.0
Overview #
The Package Status screen is used to define the statuses that can be applied to account packages. These statuses control how a package behaves operationally and financially after it has been added to an account.
A package status can be used to indicate whether a package is active, temporarily restricted, or no longer billable. It can also be used to prevent users from changing package details while the package remains in that status.
This screen is typically used to maintain statuses such as active, suspended, or other business-specific lifecycle states. The system also supports a dedicated Canceled status, which is treated differently from the other status types.
Prerequisites #
There are no required prerequisite setup steps before creating account package statuses.
Account Package Status Types Panel #
The Account Package Status Types panel on the left displays the available package statuses. Selecting a status loads its details on the right so you can review or update it.
The list helps you identify each status by showing:
- Name, which is the package status name
- Status, which indicates the billing behavior associated with that package status
Actions #
| Icon | Description |
|---|---|
 | Deletes the selected account package status. Statuses that are in use cannot be deleted |
 | Adds a new account package status |
Edit Account Package Status Type Panel #
The Edit Account Package Status Type panel displays the selected status and is where its settings are maintained.
Fields #
- Name: The name users will see when assigning a status to an account package.
- Prevent Changes: Prevents most package changes while an account package is in this status. This is useful when the package should remain in a controlled state until a later action is taken.
- Status: Determines whether the package status is treated as billable, non-billable, or canceled.
Status Values #
- Billable: Recurring charges continue to apply while the account package is in this status, assuming the related account services are also billable.
- Non-Billable: Recurring charges for the account package do not apply while the package remains in this status.
- Canceled: Marks the package as permanently canceled. A package in the canceled status cannot be returned to another package status.
Only one canceled package status can exist. For that reason, the Canceled value is available only when a canceled package status has not already been created, or when you are editing the existing canceled package status.
The Prevent Changes setting cannot be changed when the selected status is the canceled status.
References Tab #
The References tab shows where the selected package status is already in use. This helps determine the impact of changing the status and whether it can be deleted.
If a package status is referenced elsewhere, those references should be reviewed before removing or repurposing the status.
Guides #
Adding an Account Package Status #
- In the Account Package Status Types panel, click the add icon.
- Enter the status details.
- Select the appropriate value in Status.
- If required, enable Prevent Changes.
- Click Save.
Editing an Account Package Status #
- In the Account Package Status Types panel, select the status you want to update.
- Modify the status details as needed.
- Click Save.
Deleting an Account Package Status #
- In the Account Package Status Types panel, select the status you want to delete.
- Review the References tab if you need to confirm where it is used.
- Click the delete icon.
- On the confirmation dialog, click Yes.