Leasing statuses

Q: What happens to a lease whose units I all cancel?

It becomes Canceled when no unit is active anymore.

Q: Does a container still out prevent closing?

Yes. A lease cannot become Completed while a container has not come back.

A lease status is calculated by Krak Stack from the releases, the container movements and the invoices. You do not change it by hand: it moves forward, or back, on its own.

Leasing statuses: Krak Stack screen (demo data) — Figure 1. Leasings with their status, containers and days left; a lease opened on a phone. Demo company, fictitious data.

Leasing statuses: Krak Stack screen (demo data) (phone) — Figure 1. Leasings with their status, containers and days left; a lease opened on a phone. Demo company, fictitious data.

The statuses

Initiated: the deal is created. No sent release covers the quantity yet.
Released: the releases sent to the depot cover the active quantity of the deal, or some containers have already left. A draft release does not count; an expired release still counts.
In Transit: every active container of the deal has been picked up. This is the rental period.
Dropping Off: returns have been created for every active container, and they are not all back yet.
Pending invoice: every container is back and something is still to be invoiced to the customer (pickup charge, per diems) or a sale invoice has not been issued yet.
Invoiced: every sale invoice to the customer has been issued (Sent, Overdue or Paid) and nothing is left to invoice.
Completed: every container is back, nothing is left to invoice and every sale invoice is paid. A lease with nothing to invoice also completes when the last container comes back.
Canceled: every unit of the deal was cancelled with the Cancel button.
Deleted: the deal was deleted.

What changes the status

Sending a release (PDF download or email): Initiated to Released.
Recording the pickup of the last container: to In Transit.
Creating returns covering every container: to Dropping Off.
Recording the drop-off of the last container: to Pending invoice, or straight to Completed if nothing is to be invoiced.
Issuing the sale invoices: to Invoiced.
Recording the payment of the last sale invoice: to Completed.

Good to know

Storage invoices, pro-formas and cancelled invoices do not count for the status. Purchase invoices do not either.
Only invoices addressed to the lease customer count.
Cancelling a pickup, a drop-off or a payment moves the status back: for example, an In Transit lease goes back to Released, a Completed lease reopens.
An administrator can rename statuses and change their colours. The labels above are the default ones.
The tabs of the Leasing list filter deals by status and show the number of deals and containers.

Frequently asked questions

Can I force a status?

No. The status always reflects the real state of the containers and invoices. Correct the underlying data (date, invoice, payment) and the status follows.

My lease went back to "Initiated": why?

The releases still live no longer cover the quantity, for example after a release was deleted. A deal only goes back to Initiated when no sent release is left.

Why does my lease stay "Pending invoice" when everything is paid?

Something is still to be invoiced: a pickup charge owed by the customer or per diems not yet invoiced. Create the missing invoice.

What happens to a lease whose units I all cancel?

It becomes Canceled when no unit is active anymore.

Does a container still out prevent closing?

Yes. A lease cannot become Completed while a container has not come back.