Change Status - Confirmation Items

This new feature allows you to define up to five items for confirmation when the order status for a works order is changed and to tie these into a change from/to selected status codes. For example, when changing a works order from A-Active to C-Complete you may want to prompt for the reasons why you are closing the works order early.

Installation

Application User Facilities

To define the confirmation items, select Installation from the main menu followed by Application Manager and then Application User Facilities. Select the Bill of Materials application before selecting Enter/Amend Orders, and Optional Features. The new status confirmation items are available on screen 4.

You can define up to ten status change rules with a corresponding five confirmation items.

From Status – select the original status code for which this rule is to be applied. You can leave this item blank if required (though a ‘To’ status must then be set).

To Status – select the new status for which this rule is to be applied. Again, you can leave this item blank but a ‘From’ status must be applicable.

Item – select the Works Order Header data item to be prompted for.

Mandatory – select whether the item requires input or can be left blank/zero

Status Rule Changes are checked in order but only the first matched rule is applied to any one change.

Note that User-defined status codes are treated as per the defined letter and not the ‘behaves as’ code and that the items are only prompted for code changes via the Change Status functions and not for options such as A->C when a delivery/invoice is processed.