Sales Order Status
Sales Order status controls the lifecycle of an order and its interaction with the production schedule. Understanding these statuses is critical for ensuring that production orders (Work Orders) are generated and tracked correctly.
Status Definitions
| Status | Description | Downstream Effect |
|---|---|---|
| DRAFT | The initial state of a Sales Order. Details are still being finalized. | No Production Orders are created. The order is not visible on the Master Schedule. |
| RELEASED | The order is finalized and ready for production. | Triggers Automation: Velosity automatically creates Production Orders (PRs) for any Line Items that don't already have one. These PRs are added to the Schedule in a PLANNED or RELEASED state. |
| ON HOLD | The order is temporarily paused, often due to external factors like material shortages (PO Hold). | Pauses Production: Linked Production Orders that are not yet complete are automatically moved to a PLANNED state and shifted down the schedule sequence weekly to prevent blocking active work. |
| COMPLETED | All Line Items have been shipped or otherwise finalized. | Associated Production Orders should also be in a COMPLETED state. This is typically an administrative or automated transition. |
| CANCELLED | The order has been aborted. | Production Orders associated with the Sales Order should be reviewed and cancelled if work has already begun. |
State Flow
The following diagram illustrates the typical lifecycle of a Sales Order:
(Image Placeholder: State flow diagram showing transitions between DRAFT, RELEASED, COMPLETED, and CANCELLED)
Status Transitions and Production (Work) Orders
Moving to RELEASED
When a Sales Order (SO) transition from DRAFT to RELEASED: - The system scans every Line Item. - For any Line Item that is NEW and does not have an associated Production Order (PR), one is automatically generated. - The PR is built using the Product's default Router and BOM. - The PR is inserted into the Master Schedule based on the SO's Promise Date or Days Required.
Moving from RELEASED to DRAFT
If an order is moved back to DRAFT from RELEASED: - No Production Orders are deleted. - Any existing PRs remain on the schedule and in their current state (e.g., WIP). - This transition is typically used to make edits to the SO without stopping current production, but care should be taken to manually update PRs if the SO changes affect them.
Moving to ON HOLD
When a Sales Order is moved to ON HOLD: - All linked Production Orders that are not COMPLETED or CANCELLED are automatically set to PLANNED. - This preserves all task progress but effectively "pauses" the work. - On-hold orders are automatically shifted down the schedule sequence each week they remain on hold, ensuring they do not block near-term work that can proceed. - Moving the status back to RELEASED resumes normal scheduling with prior progress intact.
COMPLETED and CANCELLED
- COMPLETED: Usually requires all linked PRs to be finished.
- CANCELLED: Does not automatically cancel PRs to prevent data loss. You must use the Cancel feature on the Production Order itself to properly account for wasted materials and labor.