This document explains the automated and manual status logic for Service order and Customer File:
Action | SO Status | Condition | Status Description | CF Status |
SO created and saved | New | New | New | |
Auto status changed when Condition is met and SO is saved | OSRV | Tracking Status--> Origin Pack Out--->If Packing date actual not empty or Loading actual date not empty | Origin Services | OPS Active (If atleast 1 SO among related SO has this status) |
Auto status changed when Condition is met and SO is saved | OSIT | Tracking Status--> SIT @ Origin--->Date In date not empty | SIT Origin | OPS Active (If atleast 1 SO among related SO has this status) |
Auto status changed when Condition is met and SO is saved | TRNS | Service Order--> Forwarding--> Routing-->Actual Departure date not empty | In Transit | OPS Active (If atleast 1 SO among related SO has this status) |
Auto status changed when Condition is met and SO is saved | DSRV | Service Order--> Forwarding--> Routing-->Actual arrival date not empty | Destination Services | OPS Active (If atleast 1 SO among related SO has this status) |
Auto status changed when Condition is met and SO is saved | DSIT | Tracking Status--> SIT @ Destination--->Date In date not empty | SIT Destination | OPS Active (If atleast 1 SO among related SO has this status) |
Auto status changed when Condition is met and SO is saved | DLVR | Tracking Status--> Destination--->Delivery actual date not empty | Delivered | OPS Active (If atleast 1 SO among related SO has this status) |
Auto status changed when Condition is met and SO is saved | CLMS | Claim status for the so, if one claim has been filed i.e. claim's created on date is not empty | Claims | Claims (If all related SO has been delivered but atleast 1 SO has the status claims) |
User Action | HOLD | User can select, status as HOLD when SO status is NEW | On Hold | User can select a CF on HOLD when CF status as NEW/ All related SO has status as HOLD |
User Action | CNCL | User can select, status as Cancel when SO status not as Cancel or HOLD | Cancelled | |
User Action | REOP | User can select, status as Reopen when SO previous SO status as Cancel or HOLD | Reopened | |
User Action | NEW | User can select, status as Reopen when SO previous SO status set as "Ready to close" | New | |
Auto status changed when Condition is met | 2CLS | If either [SO previous status is Cancel] OR [(SO previous status <> Claims) and (sys date() - delivery actual date > 90)] | Ready to close | |
User Action | CLSD | User can select SO status as closed. Shows warning for confirmation | Closed | [When all related jobs are closed, then status of CF is "Closed"] Or [Closed from Cancel/Lost Sale (Pending)/ Ops Finished |
Auto status changed when Condition is met | Active storage | SO of STO job types has count from storage > 1 (add item to loaction in ticket is saved) | Active storage | All transit/STO type jobs have been closed and atleast 1 So with storage job is active |