Status milestones

The workflow in the GTC main dialogue Company is based on a milestone concept. Thus individual activities, for example, calculation of current and deferred taxes, are systematised. In addition, this concept ensures a review process (the four-eye principle). Milestones are created per company and per period. There is a possibility to view statuses for all group companies based on milestones in the main dialogue (Sub-) Group.
By default, there are three milestones or activity areas available (Current Taxes, Deferred Taxes, and Tax Rate Reconciliation). The number of milestones can be customised (e.g. add a milestone Review). The figure below contains additional milestones Others and Questionnaire.

The status of the milestones on the figure is not started. Thus, individual dialogues cannot be accessed. When trying to open one of the dialogues, a corresponding notification is shown.

Milestones will always have this status if you work with a company for the first time in a period. The process in the GTC is started when clicking on the milestone; its status changes to in process. The following table contains possible states:

in process		Dialogues can be edited. In addition, this status means that the dialogues have not been saved yet or that validation errors have been found.
not started		Initial status (e.g. when creating a new period]; dialogues cannot be opened or edited. When clicking on the milestone the status changes to in process.
data ok		Dialogues have been saved; validations do not contain errors (a possible validation error is, for example, not balanced account). A further processing of dialogues is still possible. The status can be changed back to in process if the entries result in validation errors.
finished		The status 'finished' is set after clicking on the milestone with the data ok status. This indicates that, e.g. work on deferred taxes is finished. In addition, this status means that the corresponding dialogues are closed for editing and can be viewed in the read mode only. To change the status back to data ok and enable editing you need the corresponding permissions in the main dialogue [Sub-] Group.
Checked		The milestone checked is used to ensure the four-eye principle. The status is changed to checked when clicking on the milestone with the finished status. This status can be activated only by one user with corresponding permissions. The GTC makes sure that the status finished and the status checked are not activated by the same user. For the workflow in the GTC it is enough if the milestones have the status finished. You can change the milestone status back to the previous status provided you have the corresponding permissions in the main dialogue (Sub-)Group.

Next to every milestone you can see the name of the user who was the last to change the milestone status and the time of change. This information for all companies can be viewed in the main dialogue (Sub-)Group.