NetSuite Status Definitions – What You Need to Know
During NetSuite development cycles, it’s common for certain individuals to be listed with certain statuses by NetSuite managers or developers. The following statuses are taken from ImagineColorado.org.
Consumer – DD/Delay
The individual has been determined by the Early Intervention system to have a developmental delay or
by Case Management to have an intellectual disability under the state of Colorado’s definition.
Consumer – Non DD
The individual has been determined to NOT have a developmental delay or intellectual developmental disability according to the Early Intervention system and the state of Colorado’s definition of a developmental disability.
Consumer – Eligibility Undetermined
As a result of incomplete testing, inconsistent testing, or no testing at all, an individual’s general intellectual functioning cannot be determined to qualify or disqualify that individual for services under Colorado’s definition of a developmental disability. This status will primarily be used for children transitioning from the Early Intervention system to children and adolescent services.
Consumer – Terminated from Services
An individual has been discharged from services and/or programs at Imagine! for reasons including, but not limited to, transferring to another CCB, moving out of the state, declining services, or passing away. Before inactivating a consumer record, all consumers should be transferred to this status to maintain an accurate real-time count of true enrollment numbers in programs. After all departments complete NetSuite processes for that consumer discharged from services, the Business Office in particular, the consumer record will then be made inactive.
Consumer – Business Office Only
This status will be used only by the Business Office for the purpose of reconciling their accounts receivable, completing unique financial transactions, and other activities.
Lead – Web Store Only
This status will automatically be assigned to consumer records created by NetSuite for people who make purchases from the Imagine! web store (Imagine! memorabilia).
Prospect – Intake
This status will be given to consumers who are in the process of applying for a program, or have completed the application process, but are on a wait list to become a participant in that program. Only the ASD and EI programs are operationally ready to utilize this status but it can be expanded to other programs and processes in the future as strategized by departments.