Pop Up List: Change Order StatusPop Up List: Change Order Status

The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order.

Set Up

  1. Enter the list of the stages a change order goes through in your organization. For example, Not Started, In Progress, Ready for Approval, Approved.
  2. Put the statuses in the order they occur by placing a number in the Sort Order field.
  3. Place a check in the First checkbox to designate the initial (or first) status when creating a new change order.
  4. Place a check in the Last checkbox indicating the final status of a change order. The last status is used when closing and archiving a sales order to ensure the change order is done without having to open it.
  5. Delete an unwanted Change Order Status by clicking the blue X Box.

Change Order Status ExampleChange Order Status Example

Use

  • The Change Order status helps users see at a glance what is happening with the change order without having to open it.
  • iPoint can send a notification to specific users based on a specific status: setup in Settings > Notification Builder
Last modified: 26 Feb 2019

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