Order Status Window Conditions

The Orders Status window provides a great place find projects and orders that require some action to prevent missing your customer required date for delivery. 

Order Actions Window

Conditions for Inclusion:

  • Projects – Estimates not detailed or detailed projects where:
    • One or more sections sold and,
    • Not deleted and,
    • Balance to invoice or all products not invoiced and,
    • Any status is set to Low or High
  • Sales Orders
    • Balance to invoice and,
    • Any status is set to Low or High
  • And, the user is authorized for Division loaded.

Status:

  • Set to Low where no other Status column is High
  • Set to High where any other Status column is set to High

Release:

  • Set to Low where:
    • Projects - One or more products for sold sections have not been released.
    • Sales Orders - Open or Hold status orders.
  • Set to High where Low conditions exist and one or more product's supplier lead times exceeds required date.

Source:

  • Set to Low where:
    • Projects - One or more products for sold sections have not been sourced.
    • Sales Orders - One or more products have not been sourced.
  • Set to High where Low conditions exist and one or more product's supplier lead times exceeds required date.

Purchase Order:

  • Set to Low where:
    • One or more purchase orders:
      • Have ‘Open’ status or,
      • Have ‘Released’ status and Confirmed Delivery date is not populated.
  • Set to High where Low conditions exist and:
    • Required date is less than Confirmed Delivery date (or PO requested ship date if Confirmed data not available) for one or more un-received products.

Stock Requisition:

  • Set to Low where one or more stock requisitions have an ‘Open’ or ‘Released’ status.
  • Set to High where Low conditions exist and Required date for one or more products is less than or equal to tomorrow.

 Work Order:

  • Set to Low where one or more work orders have an Open status.
  • Set to High where Low conditions exist and:
    • Required date is less than Scheduled Completion date or,
    • Any associated PO has a Confirmed Delivery Date (or PO requested ship date if Confirmed data not available) which is greater than or equal to the Scheduled Completion date. Or
    • Any associated stock requisition is not complete.

Shipment:

  • Set to Low where:
    • One or more products are ‘Ready to be shipped’, and
    • Date required is greater than tomorrow.
  • Set to High where Low conditions exist and:
    • Has Shipped status and Ship date is prior to today, or
    • Date required is less than or equal to today.

Invoice:

  • Set to Low where:
    • One or more Completed status shipments have not been invoiced or
    • One or more customer returns have not been invoiced or,
    • One or more Miscellaneous/Installation PO payable items has not been invoiced.
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Comments

  • Avatar
    Donny McClendon

    Where would I find the "Orders Actions" window?