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.
These will also need to be recorded for each row
Datetime
Operator (user)
Status changed to (if any)
Status From | Action | Record |
|---|---|---|
New | Sales Order Details Saved | Final Mile Facility, Scheduled Dispatch |
New | Sales Order Sent To Warehouse | Final Mile Facility, Scheduled Dispatch |
Sales Order Sent | Dispatch Details Saved | Packaging Info, Delivery, ETA Success/Failure + Reason |
Sales Order Sent | Rescind Sales Order | Success (set to New)/Failure |
Sales Order Sent | Rescind Sales Order | Success (set to New) by manual confirmation |
ANY | Dispatch Details Saved | Packaging Info, Delivery, ETA, All Costs Added |
Dispatched | Manual Pre-Alert Sent | Packaging Info, Delivery, ETA, All Costs Added |
ANY | Pre-Alert Resent | Packaging Info, Delivery, ETA, All Costs Added |
ANY | Booking Confirmation Sent | email recipients |
ANY | Purchase Order Sent | email recipients |
ANY | Booking Confirmation Received | Receipt Success/failure ( |
Work Scheduled | Work Complete option clicked | Work Complete options |
Work Complete | Revised Purchase Order Sent | email recipients |
ANY | Closed |
|
ANY | Cancelled |
|
Cost Line | Add/Amend/Delete | Values |
ANY | Picked Notification Received | |
ANY | Dispatch Notification Received | |
ANY | New Booking Received | |
ANY | Updated Booking Received | Any Fields changed (if possible) |
ANY | Restored from Archive |