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. |
| RESERVED | The order is essentially a "place holder". It indicates a commitment from the customer but may still be subject to change. | The order is added to the Master Schedule to "reserve" capacity, but Production Orders are typically created in a RESERVED state as well, meaning they are not yet released to the floor. |
| 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. |
| 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, RESERVED, 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.
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.