Quotations
Unfinished – quotation has not been issued to the customer
Issued – quotation has been issued to the customer
Accepted – quotation has been accepted and converted to a works order
Rejected – quotation has been rejected and not converted to a works order
Cancelled – quotation has been cancelled, best practice to indicate reason in Private Notes
Template – quotation is a template
Works Orders
Unfinished – works order has not been issued to the workshop and still being processed
Issued – works order has been issued to the workshop
Off Site – works order has been sent to a subcontractor
Delivered – works order has been delivered
Invoiced – works order has been invoiced
Cancelled – works order has been cancelled, best practice to indicate reason in Private Notes
Template – works order is a template
Purchase Orders
Unfinished – purchase order is still being processed and not sent to supplier
Issued – purchase order has been sent to supplier and the order is locked
Cancelled – purchase order has been cancelled, best practice to indicate reason in a notes field
Completed – purchase order has been completed and therefore no changes can be made
Deliveries/Certificate of Conformity
Unfinished – delivery note/C of C has not been sent to customer
Issued – delivery note/C of C has been sent to customer and the document is locked
Cancelled – delivery note/C of C has been cancelled
Invoice
Unfinished – invoice has been sent to customer but not ready for export to financial system
Issued – invoice is ready for export to financial system
Cancelled – invoice has been cancelled; this is only possible if the invoice is at a status of issued