Ninestars bootstrap 3 one page template

How to change a work order status

   To change a status you will always begin with the " Actions" tab, depending on the current status that you are in will determine what options populate in the action's drop down menu.

 

From the In Progress status you can change it to any status you see below:

  • Follow Up ( means you need to go back to the site)
  • Materials Needed (you are waiting on material to arrive)
  • Work Complete- Submit Invoice( the job is done you are ready to invoice)
  • Work Complete- Zero Invoice(this was a warranty recall-no invoice to submit)
  • Pending Quote( you need to submit a quote)

 

From Follow Up status you will have the options below:

  • Follow up complete -> will change the status back to In progress
  • Quote needed -> will change the work order to Pending quote

 

From Materials needed status you will have the options below:

  • Materials Arrived -> will change the status back to In progress

 

From Pending Vendor Invoice status you will have the options below:

  • ReQuote -> will change the work order to Pending quote
  • Work Complete- zero invoice -> will change the work order to closed (this is used for warranty recall-no invoice to submit)

  

 

From Pending Quote status you will have the options below:

  • Move Back To In Progress -> Moves the work order back to in progress
  • Follow Up -> moves to follow up
  • Waiting on Material -> moves to waiting on Material
  • Pending Vendor invoice -> Moves to pending vendor invoice so you can submit your invoice.

 

 

 

 

 

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