Overview on Product Order Process
The Products Ordered Module is where you manage any product that needs to be ordered for the job. Once it is determined that product is required to be ordered, a Product Order record is created to manage the following functions:
- Order Entry - This state is where the product order is entered and prepared to be released.
- Order Released - This state tracks when the order is officially released to the vendor.
- Partially Received - This state tracks when an order is partially received and automatically creates a new Product Order record for the items not received.
- Product Received - This state tracks when the product is fully received
- Bill Approved - After the bill is received for the product and it is reviewed and approved, it enters this stage. An Expenditure record is created automatically for the accounting team to to process the approved bill.
- No Cost Approved - This state includes all product orders that have been approved with $0 costs associated with them.
Each Product Order tracks the days from order release to order received to assist in approving scheduling. In addition, each Product Order record also tracks related permit and engineering records to assist on when each order can be released.
This video provides a high level overview on this entire process.
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