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Sales Order
Status Map
Sales Order/Work order
Module
Sequence #
Status Name
Manual / Auto
Triggers
Associated Buttons
1
Sales
1
Draft
Auto
Either created from scratch or converted from a Quotation
2
Sales
2
Confirmed
Manual
Button
Confirm
3
Work Order
1
New
Auto
When SO is confirmed
4
Work Order
2
Load Out
Auto
When installation date is today, status = load out
5
Work Order
3
In Progress
Manual
Button - “Load out complete”
Rules: Installer and Material must be assigned. Load out is marked as complete by a warehouse manager or dispatch manager or anyone with dispatcher access
Load Out Complete
6
Work Order
4
In Review
Manual
Installer WO is received, user manually changes status
Need to add a button for this “In Review”
7
Work Order
5
Completed
Manual
Changes are complete, dispatch manager clicks “complete” and the invoice is auto-created. Need a setting for Kudu users to choose whether or not clicking “complete” auto-validates invoice or keeps it as an invoice draft for the user to manually validate
Need to add a button for this “Completed”
8
Sales
3
Invoiced
Auto OR Manual
Auto - Work Order status is changed to <completed>
Manual - User clicks “Create Invoice” on the Sale Order (Work Order and Pick Tickets must be complete)
9
Sales
4
Cancelled
Manual
Cancelling a Sale Order needs to trigger material returns if picks were validated
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