Status

Enter the status of the line/release or accept the default of Planned.

  • Planned: If the line/release is added but not ordered (as when a purchase order has not been not printed for the line/release), it has the status of Planned.
  • Ordered: Once a purchase order is printed for the line/release, the status automatically changes to Ordered. Changing a line/release status to Ordered triggers the system to change the blanket-line status to Ordered and the Order Header status to Ordered. It also increases the inventory on-order value for the item. Ordered and Filled line/releases are eligible for vouchering. They are the line/releases that display on the Generate A/P Voucher form.
  • Filled: The line/release is fully received (quantity received - quantity returned = quantity ordered). The system's receiving function recognizes when this state is reached and automatically changes the line/release status to Filled.
  • If the status is manually changed to Filled, the inventory on-order balance is decreased by the quantity not yet received.
  • If a Filled line/release has items returned, the system recognizes that the line/release is no longer Filled and the status is changed back to Ordered.
  • Filled line/release numbers are prefilled on the receiving form if there are no Ordered line/releases available. However, Filled line/releases are not available for automatic, system-generated receiving.
  • Filled and Ordered line/releases are eligible for vouchering. They are the line/releases that display on the Generate A/P Voucher form.
  • You may also manually change the status from Filled to Ordered thereby making the line/release available for automatic receiving. At this time, the inventory on-order balance is increased by quantity not yet received.
  • Complete: Complete status indicates that the line/release is not open for any future processing, including vouchering.

As line/release statuses change to Complete, vendor/item data is updated along with the inventory on-order balance if the line/release is not fully received.

When the last Filled line/release is changed to Complete, if the order is a blanket, you will receive a prompt to change blanket-line status to Complete.

If you click OK, and the blanket-line is the last Ordered blanket line, thereby making all blanket lines Complete, you receive a prompt to change the Order Header status to Complete.