Valid statuses for project orders
Valid statuses for project orders
These statuses for the main level of a project order are independent of statuses on item level. Status is in most cases set manually and not calculated by RamBase.
Status | Description |
|---|---|
Status 1 - Pending sealing or registration | The project order is in the initial estimation phase. Can be temporary sealed when a quote is given to a customer, while waiting for feedback if price (estimate) is accepted. If the quote is accepted, the sales order can be created and the project order registered. |
Status 2 - Pending registration | The project order is now sealed, and no updates can be made. The outcome is either to change back to Status 1 if re-calculation of some estimated numbers are required, or to register the project order. |
Status 4 - Active | The project order is now registered and It is possible to log hours, and to start the process for getting assignments for material. |
Status 5 - Paused | It is possible to pause and set a project order on hold for a period. In this period, it will not be allowed to log hours, start for getting assignments for material or change any numbers. |
Status 8 - Pending last invoicing | This is a status that is set by the user, when the work on the project order is finished, but it cannot be closed until some final finance processes have been performed. |
Status 9 - Processed | The project order is completed and closed. |
Valid statuses for a project order item
Status | Description |
|---|---|
Status 1 - Pending sealing or registration | The item is pending registration. |
Status 4 - Active | Item is registered and is active. Work may be logged if it is of category Hours, or the process for getting assignments picking goods can take place if it is for Material. |
Status 5 - Paused | The item is paused, and it is not allowed to log hours, start the process for getting assignments, pick goods, or change any numbers. |
Status 8 - Pending last invoicing | This is a status that is set when the work on the project order item is completed, but cannot be closed until final finance processes have been performed. (The status is set either automatically or by the user.) |
Status 9 - Processed | This item is completed and closed. |