Statussen voor purchase orders
Within ControlOffice, purchase orders go through a certain "flow". How this flow progresses is determined by statuses and their transitions. Administrators can define statuses themselves within ControlOffice. However, some statuses have a meaning within ControlOffice. To provide administrators with maximum freedom while still ensuring the correct operation of ControlOffice, this page explains how ControlOffice handles purchase order statuses.
The statuses consist of two levels: the base type and the actual status(es) within the base type.
The following base types apply to purchase orders.
| Base type | System meaning |
|---|---|
| Created | A purchase order exists and all required fields have been completed. |
| Ready to order | The purchase order may be ordered. |
| Ordered | The purchase order has been placed with the supplier. |
| Delivered | The order has been (partially) delivered. |
| Complete | All ordered items have been delivered, or it has been indicated that the order will not be delivered in full. |
| Closed | The purchase order has been fully processed and can no longer be modified. |
| Cancelled | A purchase order that had been ordered from the supplier (and therefore represented a commitment) has been cancelled. The purchase order can no longer be modified. |
Per base type, multiple statuses can be created by the user.
Purchase orders can follow this flow, although one or more steps may be skipped. In theory, a purchase order can be moved from "Created" to "Sent to supplier" without going through the intermediate statuses.
In all cases, the rule applies that moving multiple statuses forward in a single action will also execute and validate all intermediate transitions. Likewise, moving multiple statuses backward in a single action means that all intermediate reverse transitions are also processed.
Per base type, it can be configured whether a user has permission to set a purchase order to the status, modify a purchase order while it is in the status, and/or move a purchase order out of the status. For example, it may be possible for a user to set a purchase order to "Ordered", but once the purchase order has that status, the user can no longer edit the purchase order or move it back to a previous or subsequent status.
Possible status transitions are (from = rows, to = columns):
| From / To | Created | Ready to order | Ordered | Delivered | Complete | Closed | Cancelled |
|---|---|---|---|---|---|---|---|
| Created | ✓ | ✓ | |||||
| Ready to order | ✓ | ||||||
| Ordered | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Delivered | ✓ | ✓ | |||||
| Complete | ✓ | ||||||
| Closed | ✓ | ||||||
| Cancelled | ✓ |
Status transitions that are not possible are not shown by ControlOffice.