Datafile Home \| KB Home \| Advanced Search

Document Processing - Set to Alternate Order Status

Article Number: 2438 | Rating: Unrated | Last Updated: Thu, Mar 19, 2026 at 2:00 PM

Each Works Order has an order status – the standard five order status options are A-Active, C-Complete, H-Hold, F-Forward and D-Deleted.As mentioned above Bill of Materials now allows for up to five alternate user-defined status codes. The codes, mapped to one of the existing codes, allow you to set status codes such as X-Cancelled when a customer cancels a linked sales order, or to set it to ‘I-In Picking’ when works order has started production.

This new feature allows for a BOM document to update the status of the order / line based on a ‘saved’ quantity value on the order line.This allows you to, for example, update the status of an order to ‘I-In Picking’ when a pick note for the components is raised.

The order status is updated for the line based on checking whether a ‘quantity’ item is equal/not equal to zero. The header status is updated to the same alternate status code if any line is updated. So, for example, if you have three lines on an order and send one to be picked then that line is updates as ‘In Picking’ as well as the Order Header status.

A screenshot of a computer Description automatically generated

Installation

Document Design

As part of the BOM document design a new option has been added to screen 2 of the parameters to update the order status.

Premier Installer users can right-click on the Print/Build Works Order option on the menu and choose to Configure Option before entering the number of the required document to update. Alternatively, you can selectInstallation from the main menu followed by Application Managerand Document Design Manager.Select the required Bill of Materials application before selecting the document type. Enter the number of the required document to update to show the document mask.

To access the parameters, choose the PARAMETERS option on the ribbon and then move to General Document Parameters Screen 2

A screenshot of a computer Description automatically generated

Alternate Order Status – set to allow the document to update the order status to one of the alternate order status codes.

Update Order Status To – reference the status to be updated to. Note the status selected must be a standard order status or defined as an alternative order status (and usually an alternate to the standard ‘A-Active’ order status).

Check Item – reference the data item to be checked for updating the order status.

Check if Zero – reference whether the status is to be updated if the item is equal or not equal to zero.

Notes

If using to set a ‘In Picking’ or equivalent status, then you’ll likely have two print documents.

The first, a ‘Pick Note’, would be configured to save the document action qty to a ‘Picked Qty’ on the order line and this would be nominated as the ‘check’ item for updating the order status to ‘I-In Picking’.

You would also have a credit configured document for when you need to cancel a pick – this would be set to save the document action qty reducing the picked quantity on the order line. Again, this item would be nominated as the ‘check’ item, but you would set the status to be updated back to ‘A-Active’ when the picked qty is zero.

Custom Fields