Changing Statuses

 Entered Status

• "Entered" status is the defaulted status any new work order receives.

 Accepted Status

• "Accepted" status may be used to indicate that a work order has been reviewed and accepted as valid. Changing a work order status to Accepted for a Merchant Ag enabled grower , will cause the work order details to transfer to Merchant Ag.

 Assigned Status

• "Assigned" status may be used to indicate that a work order has been assigned to an asset (personnel or machine) set up in the system.

 In-Process Status

• "In-Process" status may be used to indicate that a work order is actively in process towards completion.

 Completed Status

• "Completed" status may be used to indicate that a work order had been fully completed
• Upon update to Completed status, for Fertilizer and Chemical work orders, the system will show the "Change Status" input screen pictured on right. When details are input, they transfer to work order emails, work order details displays, and any resulting Records tab events. Additionally, if the work order is a Merchant Ag Enabled work order, the inputs will transfer to Merchant Ag.

 Invoiced Status

• "Invoiced" status may be used to indicate that the completed work order has been billed to the customer.

 On-Hold Status

• "On-Hold" status may be used to indicate that the work order cannot be completed at the current time and is still pending.

 Rejected Status

• "Rejected" status may be used to indicate that a work order can not/will not be completed as defined within the work order.

 Canceled Status

• "Canceled" status is a dead end for the work order, indicating the full cancellation.

 Archived Status

• "Archived" status can be used to indicate a work order is no longer actively relevant.
• Archived work orders automatically "hide" themselves from the work order list.
• Archived work orders may still be accessed by filtering for Archived work order types.
• Archiving unneeded work orders regularly helps maintain Work Order tab load time.

Finalized Status

• This status will show in the selection list after the “Completed” status. This new status will provide a 2nd status level to have the Application Summary details defined. Based on organizations needs and requirements, the Completed status can now just be used as a flag to show that the application portion of the job is finished, and then allowing the “Finalized” status to handle all of the final edits, adjustments and verified product details and totals to be handled.
• When updating a completed job to finalized status, Users have the option to Update Record before changing statuses. This is located a the bottom of the Job Status window above the Run Finalized Summary Report toggle. If users choose to not update the associated record, Click on Yes to toggle to No.
  • Please Note: the Update Record function will not work if there is no record previously associated with the Job. Also, no updates will be made if the record associated with the job is already set to finalized.