Order Status

 

The status of an order is referenced throughout the life of an order, whether it is one booked in MoversSuite or one that is imported into MoversSuite through integrations with a third-party, such as from a van line. It provides information on where the order exists in your move processes.

 

A default Order Status is established on new orders and those imported into MoversSuite. Changes made to the order, such as booking it, update the Order Status automatically.

 

A prominent way to monitor the Order Status is through the MSS Order Status setting, which is available through Order-Level Functions.

 

Figure 5: Order Information

 

Additionally, you can utilize the MSS Order Status setting to manually update the status.

 

Figure 6: MSS Order Status sample drop-down menu

 

You can update the status of an order based on your Security Profile assignments. If you have Full access to the branch and module you are accessing the order through, then you can update the Order Status. For example, if you have Full access to the Order Information module for Branch A, then you can update the status for orders booked under Branch A within the Order Information module. Refer to Security Modules and to Security Profile Setup for more information.

 

 

Order Status Setup

 

The options available to you through the MSS Order Status setting are customized to suit your needs through the Order Status Setup.

 

Figure 7: Order Status Setup

 

View the Order Status Setup topic for details.

 

 

Update Status through Revenue Entry

 

Two additional means of updating the Order Status occur when accounting transactions are generated for the order and through an import from an external application, such as a van line.

 

An option is presented to you when you Generate Transactions from within the Summary tab in Revenue Entry. With appropriate security access, you can also update the Order Status through the Transactions Generated dialog.

 

Figure 8: Transactions Generated dialog

 

 

Shipment Status Updates

 

If you are managing shipments from an external application, then your company can instruct the application to update the Order Status based on the Shipment Status of the import. This is defined within the Set Order Status To option within the Shipment Status Setup. In the example below (Figure 7), when a record imports with a Shipment Status of Assigned to Load, then the Order Status is also updated to Assigned automatically.

 

Figure 9: Shipment Status Setup

 

Further, the Shipment Status Action Item of MSS Order Status (Figure 7) instructs the application to allow you to update the status through the Set Shipment Status dialog (Figure 8).

 

Figure 10: Set Shipment Status dialog

 

 

Clear Move Dates and Tasks and Cancel Reason

 

Two additional options within Order Status Setup allow you to clear move dates and prompt for a reason an order is cancelled.

 

Figure 11: Order Status Setup

 

If the Clear Move Dates flag is set on the status value you are setting, then all the dates set within the Move Information tab are cleared. Additionally, all Tasks items for the order are regenerated as well, unless the Is Cancelled Order flag is also set, in which case, all tasks are removed for the order no matter whether the Clear Move Dates flag is set or not.

 

If the Is Cancelled Order flag is set on the status value you are setting, then you are prompted to select a reason for the cancellation when you save the record. The prompt appears through the Cancel Order Reason dialog.

 

Figure 12: Cancel Order Reason prompt

 

The list of reasons to cancel an order are defined within the Order Cancellation Reason Setup and the reason is documented within the Order History under a field type of Order Cancelled Reason.

 

Figure 13: Order History

 

When the Is Cancelled Order flag, the application also clears all Tasks items associated to the order.

 

 

Additional Functionality and Reports

 

The Order Status is referenced by additional reports and functionality, such as within Required Fields. It is also referenced through various search screens, such as within the Order Information Search Criteria of the Find.

 

The following standard MoversSuite reports reference the Order Status in various ways:

Deposit Statement Report

New Orders Report

Orders with Bill Date Report

Orders by Pack, Load, or Delivery Date Report

Orders without Bill Date Report

Sales Numbers Report

Unassigned Orders Report

Unassigned Orders Master Report

Unregistered Orders Report

Unregistered Orders Master Report

 

The following standard MoversSuite Data Views reference the Order Status:

vInternational Data View

vMilitaryGovernment Data View

vOrderInformation Data View

vSpecialServices Data View

 

 

RELATED TOPICS:

Book a MoversSuite Order

Cancel Order Reason

Field Requirements Setup

Find

MoversSuite Data Views

Order Cancellation Reason Setup

Order History

Order History Fields

Order Information Search Criteria

Order-Level Functions

Order Status Setup

Required Fields

Set Shipment Status

Shipment Status History

Standard Report and Document Listing

Tasks

UniGroup International Data Mapping Setup