Orders Actions Window Conditions

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

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.