Sales Order Bookings have many status and important data changes. These need to be recorded, displayed to the user and be reportable, so that the historical journey can be analysed.
dt= datetime
op = operator (user)
State | Action | Record |
---|---|---|
New | Sales Order Details Saved | dt, op, Final Mile Faclity, Scheduled Dispatch |
New | Sales Order Sent To Warehouse | dt, op, Final Mile Faclity, Scheduled Dispatch |
Sales Order Sent | Dispatch Details Saved | dt, op, Packaging Info, Delivery, ETA |
Sales Order Sent | Rescind Sales Order | dt, op, Success (set back to New) |
Dispatched | Manual Pre-Alert Sent | dt, op, Packaging Info, Delivery, ETA |
Pre-Alert Sent | Booking Confirmation Received | dt, op |
Work Scheduled | Work Complete option clicked | dt, op, Work Complete options |
Work Complete | Revised PO Sent | dt, po |
Any | Closed | dt, po |
Any | Cancelled | dt, po |
Cost Line | Add/Amend/Delete | dt, po, Values |