The Status screen on the Producer Details page, provides ability to view details or make changes to the status of the producer. Changes in producer's status occurs when there is a suspension to a purchase credit, purchase quota, sell credit, or sell quota.
Adding new producer status
To add a new status to the producer:
1)Click Add Status to open the Status dialog, and then complete the following:
•Status*: Type the first letter or click the arrow to find and select the desired type of status.
•Effective Date: Type the date or click Calendar icon to select the effective date.
•Cancel Date: Type the date or click Calendar icon to select the cancel date.
2)Click Save to save the producer status and return to the Producer Details page. The status information displays on the Status screen.
– or –
Click Cancel to return to the Producer Details page without saving the details.
Updating a status
To edit or update the status details of the producer:
1)Click Edit icon to open the Status dialog.
2)Edit or update the status details of the producer as necessary (see Adding new producer status for more information.)
3)Click Save to save the producer status and return to the Producer Details page. The status information displays on the Status screen.
Removing a status
To remove a status from the producer:
1)Click Remove icon of the status of the producer you want to remove.
2)Click OK to confirm you want to remove this status. The status and its detailed information are deleted from the Status screen.