The status view consists of two panes. On the left, the status of all open work orders is displayed. On the right, there are short lists of activities which need attention.
Work order status
This list displays an overview of active work orders and their progress through the various steps (mileposts) from order to shipment. Click the Refresh button to load the list. Click on a product number in the list to view product details.
Filtering
If a search text is entered, work orders which do not contain the text in any of the following columns are hidden when the Find button is clicked: Product, WO#, Seller, or Supplier. This is also true when clicking Refresh or when selecting product types. Click the Clear button to delete the text and show all work orders.
It is also possible to view only certain product types, by setting check marks in the Product types drop-down list.
If Hide received is checked, then work orders which the supplier has signed as received are hidden.
Mileposts
Typically, there are two mileposts which apply to the seller:
- Init Automatically signed when the WO is created
- Send Confirm that production data is ready for download
For some suppliers and product types, additional mileposts may exist. As these are completed (signed), the customer can follow the progress of their order.
Mileposts which do not apply to the product are marked with a horizontal line.
A yellow cell indicates a milepost that is waiting for completion by the user's organization. A green cell indicates a completed milepost.
Each milepost should be signed as it is completed. This is done by clicking on the milepost cell in the view, and clicking on the Sign button in the dialog box which appears. It is also possible to add messages to a milepost.
Clicking on a QA milepost cell opens the Product Quality Control Module. In this module the supplier marks each item as examined and approved; using a product-specific checklist.
Clicking on a Pack/Ship milepost cell opens the Packing and Shipping Module. In this module the supplier “packages” each item, which assigns package numbers and prints packing labels, address labels, and packing lists for the products. The carrier's tracking number (which must be obtained from an external system) may also be entered in this module.
Messages
A message from operator may be attached to a supplier milepost. It is also possible to add a message to operator to other mileposts. Bold text indicates that there is a message attached to the milepost. Right-click on the row and choose Milepost messages to display all milepost messages.
History
Right-click on a work order and choose Progress history for this WO to display the milepost history (including timestamps and operator names) for the work order.
Packing and shipping
The QA and Pack/Ship mileposts are used to examine the products and prepare documents prior to shipment. These mileposts are closely tied to the order and shipment database, so it is very important that the quantities specified in these steps are correct. See Supplier Packing and shipping for more info about this workflow.
Activities which need attention
Sellers should respond to four kinds of events in a timely manner: Unprocessed orders, and quotations, order confirmations, and invoices for review. These are listed in the right pane of the Status view. Click the Refresh button to load the lists.
There is an Auto-refresh check box for each list. When checked, the list will automatically update every few minutes. The refresh interval is shown at the top of the right pane, and may be modified by clicking the Change button.
Unprocessed orders
Unfulfilled orders which are not linked to a work order are shown in this list.
Unprocessed customer RFQs
When a Macaos Enterprise user generates an RFQ (from the Quotation module), it is listed here until the RFQ has been marked as OK or the RFQ has been closed. Click on the product number to view product and quotation details. Right-click and choose Mark quotation OK to remove it from the list (after the next refresh).
Quotations for review
When a supplier has submitted a quotation (in response to an RFQ), it is listed here until the quotation has been marked as OK (or the RFQ has been closed). Click on the product number to view product and quotation details. Click on the “QUOTE” link to view the quotation document. Right-click and choose Mark quotation OK to remove it from the list (after the next refresh).
Order confirmations for review
When a supplier has uploaded an order confirmation (in response to a WO), it is listed here until the OC has been marked as OK (or the WO has been closed). Click on the product number to view product details. Click on the “OC” link to view the order confirmation document. Right-click and choose Mark order confirmation OK to remove it from the list (after the next refresh).
Invoices for review
When a supplier has uploaded an invoice (after completion of a WO), it is listed here until the invoice has been marked as OK. Click on the product number to view product details. Click on the “INVOICE” link to view the invoice document. Right-click and choose Mark invoice OK to remove it from the list (after the next refresh).
In this list, it is also possible to select multiple lines and mark them all as OK by right-clicking and choosing Mark all OK.
