The different Activity Report statuses
In this article
- How to access Activity Report (AR) statuses in your scope
- Understand Activity Report (AR) statuses and the validation workflow
- Key points to remember about Activity Report (AR) validation
How to access Activity Report (AR) statuses in your scope
A Compte-Rendu d’Activité (CRA), or Activity Report (AR), is a monthly supporting document that formalises your provider’s activity and triggers invoicing.
To track the progress of an Activity Report (AR) in your scope, follow these steps:
- Go to the CRA/Invoices tab.
- Click on Activity Reports (AR).
- Check the status of each AR in the Detail status column. You can also use this column to filter by status.
Understand Activity Report (AR) statuses and the validation workflow
Each Activity Report (AR) follows a defined validation cycle. The table below lists all possible statuses and their meaning.
| Status | Description |
|---|---|
| Pending validation or Pending transmission (API or file enabled) |
The AR has been generated. It must be completed and submitted by the provider. If the API or file option is enabled, it is pending transmission. |
| Fixed AR / Auto-validated (option enabled) | The AR is automatically filled in after 18 days and validated in bulk at the end of the month. No action is required. Notifications are disabled. |
| Validated by the Consultant | The AR has been submitted by the Consultant. It must now be approved by the Business Manager. |
| Transmission completed (API or file enabled) | The AR has been transmitted via API or file and is waiting for approval from the Business Manager. |
| Rejected by the Business Manager | The AR has been rejected by the Business Manager. It goes back to pending submission or pending transmission (API/file). |
| Validated by the Business Manager | The AR has been approved by the Business Manager. It must now be validated by the Operational Manager. |
| Validated by the Operational Manager | You have validated the AR. The process is closed, unless an interface with your information system is active. |
| Pending validation in the IS (interface enabled) | The validated AR is sent to your information system (IS) to check the consistency of the information. |
| Rejected in the IS — Pending Operational Manager (interface enabled) | Your IS has sent a rejection with an error message. You can either validate the AR again or send it back to the provider for modification. |
| Validated in the IS (interface enabled) | Your IS has validated the AR. The process is closed. |
Key points to remember about Activity Report (AR) validation
- Activity Reports (AR) must be validated every month to generate the Bon Pour Facturation (invoice approval document).
- Enabling the Fixed AR or auto-validation options simplifies the process, but reduces the possibilities for modification.
- When an interface with your information system (IS) is active, final validation depends on the consistency check performed by the IS.
- At each validation step (by the Business Manager and then by the client, if this step is enabled), it is possible to reject the AR and indicate a reason.
Examples of rejection reasons and their impact:
- Example: error in days → the AR is sent back to the Consultant for correction.
- Example: error in expenses → the AR is sent back only to the Business Manager for modification, without involving the Consultant again.